Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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Administrative Timeline
(Concurrent Sessions 9)

Wednesday, October 4 :: 11:25–12:10
What do you need to keep track of and when?

Presenter

Carla Neal Klingler

presenter photo

Swerdlin & Company

As a pioneer in the ERISA and ESOP industry, Carla Klingler, senior benefit consultant at Swerdlin and Company, has spent more than 35 years interpreting ERISA and developing ESOP compliance procedures and tools to address regulatory requirements. Her ESOP consulting expertise and TPA services cover broad corporate strategies including ownership transition, plan design/implementation, regulatory compliance, tax, benefits, and communications. Carla's degree is in economics and finance from UC Santa Barbara and postgrad ERISA studies at Wharton School of Business and Golden Gate University. She is an active member of NCEO, TEA, and serves on the National ESOP Administration Advisory Committee, and she serves as a frequent speaker for these organizations and other local and national events.
Fall ESOP Forum