It's been a year since we discussed this topic. Join our presenters to learn how non-stock assets accumulate, investment options, who is on first as well as the latest updates from a legal and regulatory standpoint.
Learning Objectives:
1. Understand how non-stock accumulate in an ESOP.
2. Identify the various service providers who may be involved in non-stock investments.
3. Review recent litigation cases and affect on the industry.
As the Vice President of ESOP Administration at 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.
Scott is a Director of ESOP Administrator with Blue Ridge ESOP Associates. He has been working with retirement plans for 20 years, 15 of those with ESOPs. His experience lies not only in the technical aspects of administration, but as a guide for new ESOP companies, an educational specialist for employees, and a presenter of various topics both nationally and regionally. Scott works with employee-owned companies across the nation, but is located in Atlanta, GA.
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