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

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

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

Presenter

Peter J. Prodoehl

presenter photo

Principal Financial Group

Pete is vice president of consulting at The Principal Financial Group®. He has more than 35 years of dedicated ESOP experience. He works closely with the largest employee stock ownership plan (ESOP) clients at Principal. His areas of expertise include ESOP feasibility, design, transaction structure and administration. Pete also consults on plan terminations, plan compliance issues, acquisitions, mergers, and spin-offs. He is a frequent speaker on employee benefit and ESOP related topics. Pete is a member of The National Center for Employee Ownership (NCEO),The ESOP Association, and The Employee Owned S-Corporation of America (ESCA). In addition, Pete serves on the advisory committee for ESCA.
Fall ESOP Forum