Starting Fresh: Operating Your New SECURE 2.0 ESOP
This session focuses specifically on new plan formation and...
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Webinars
Up-to-date information presented by experts. Always educational, never promotional. 9:30 - 10:30 AM PST most Tuesdays.
Webinars
Read More Starting Fresh: Operating Your New SECURE 2.0 ESOP
Translating ESOP Accounting for Your Clients
We'll break down the accounting concepts that trip up your clients,...
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Recent Developments Relating to ESOP Litigation and Regulation
Join McDermott Will and Schulte partners in exploring the latest...
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What Your Compliance Testing Reports Really Mean
This session demystifies the "Section 4" testing that every ESOP goes...
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Beyond the Close – What New ESOPs Need to Prepare for in Their First 90 Days, 6 Months, and One Year
We'll walk through the essential operational, governance, and...
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What's Driving Your ESOP Valuation?
This session will provide insight into the key factors valuation...
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Getting Started on the Right Track with ESOP Communication
This session will provide tips and pointers for new ESOPs or those...
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Making Smart Amendment Choices: Your SECURE Act and SECURE 2.0 Game Plan
This session cuts through the regulatory noise to focus on what...
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Communications Committee Crash Course
Join us for the Winter Crash Course for employee-owned companies....
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