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Diversification

Webinars

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

Webinar Details

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 withdrawals, 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.

 

Webinar Slides
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Presenters

Mr. Kip Kuster headshot Presenter company logo

Mr. Kip Kuster

Kip is a Manager of ESOP Administration at Blue Ridge Associates focused primarily on transaction consulting; including pre-transaction ERISA compliance testing, setting the ESOP benefit level, plan design, and education of companies on how their ESOP works. Kip is a member of the National Center for Employee Ownership (NCEO), American Society of Pension Professionals and Actuaries (ASPPA), the ESOP Association, and a member of The ESOP Association’s Advisory Committee on Administration.

Scott Foreman headshot Presenter company logo

Scott Foreman

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.

Thank you to our Sponsors

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