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Distribution Policies

Webinars

Join us for a review of what a distribution policy is, why companies implement them, and the key items that should be included.

 

Learning Objectives:

1. Understand the rules governing distributions from an ESOP.

2. Learn the options of Form, Method and Timing.

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Presenters

Dolores P. Lawrence headshot Presenter company logo

Dolores P. Lawrence

Dolores Lawrence is a senior vice president of plan administration at Blue Ridge Associates, where she brings over 30 years of experience in plan design, administration, and consulting services for ESOPs, KSOPs, and 401(k) plans. Dolores holds the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Her expertise spans the full range of retirement plan administration, from compliance to operational issues, with a particular focus on ESOP and KSOP plans.

Jon Williams, QKA headshot Presenter company logo

Jon Williams, QKA

Mr. Williams is a Vice President of Plan Administration for Blue Ridge ESOP Associates and has over 15 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Schulte LLP
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners