Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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Administrative Timeline
(Concurrent Sessions 9)

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

Presenter

Renee Stadtmueller

presenter photo

Blue Ridge ESOP Associates

Renee has over 19 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. Renee is a speaker on ESOP administration topics for both the ESOP Association and the NCEO. She works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, compliance, and operation.
Fall ESOP Forum