Diversification

Webinars June 19, 2025 9:30 am PT

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Continuing Education Credit Offered: CPE, Generic, ASPPA

This session will review the §401(a)(28) statutory distribution rules, an overview of the calculation and required communications, including change available under the ESOP LRM. The presenters will also discuss early withdrawls, extended diversification and other related payments.

Learning Objectives:

1. Understand the statutory rules related to diversification.

2. Learn about the opportunity to prepare distribution notices and payments differently.

3. Obtain information about types of early payment of ESOP benefits.

Coming Soon

Presenters

Barbara M. Clough

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

Kim Thompson

Coming Soon

Webinar Details

Webinar Slides

Presenters

Barbara M. Clough

Kim Thompson

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