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Distribution Policies - The Need to Know

Webinars

Continuing Education Credit Offered For Live Session Only: Generic, ASPPA, CPE

Webinar Details

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

Learning objectives:

1. Understand the rules governing distributions from an ESOP.

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

Webinar Slides
Webinar Replay

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Presenters

Barbara M. Clough headshot Presenter company logo

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.

Cynthia Boyle Lande headshot Presenter company logo

Cynthia Boyle Lande

Cynthia Boyle Lande is a member attorney at BrownWinick law firm and currently serves on the firm's Executive Committee. Her practice is primarily transactional, with an emphasis on tax and employee benefits. She has successfully completed the CPA exam and often works closely with her clients' accounting teams on legal issues. Her clients are businesses of varying sizes operating in a variety of different industries.

She specializes in partnering with clients to solve legal issues interfering with business growth and identifying solutions to help take their business to the next level. She prioritizes clear communication, responsiveness, and practical solutions in her work with clients.

She graduated from Iowa State University, with distinction, in 2007, with degrees in accounting and finance. She received her law degree in 2010, with distinction, from the University of Iowa College of Law.

She has been selected for inclusion in Best Lawyers® in the area of Tax Law and Employee Benefits (ERISA) Law and listed as a "Rising Star" in Super Lawyers® in the area of Tax. She currently serves on the Activity Board for Women Lead Change and the Iowa Law School Foundation.

Thank you to our Sponsors

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