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

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Designing and Amending Your ESOP with Repurchase in Mind
(Concurrent Sessions 2)

Wednesday, October 3 :: 10:25–11:10
As ESOPs mature, changing your ESOP rules can make repurchase more practical.

Presenter

Owen Schmidt

presenter photo

Principal Financial Group

Owen is a director of consulting at Principal Financial Group® and has more than 30 years of experience. His areas of expertise include the feasibility, design, installation and administration of qualified and non-qualified plans, including ESOPs, 401(k) plans, defined benefit plans, and defined contribution plans. Owen is a member of the NCEO, The ESOP Association, and a board member of the Southwest Chapter of The ESOP Association.