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Processing Participant Distribution Payments 101

Webinars

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

Webinar Details

During this session presenters will review all aspects of processing payments to plan participants from an ESOP.

Learning objectives:

1. Gain an understanding of regulatory timing notices.

2. Understand the nuances and requirements which differ between cash and stock payments.

3. Leave with a knowledge of taxes to participants and regulatory filings needed.

 

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Presenters

Jon Williams, QKA headshot Presenter company logo

Jon Williams, QKA

Mr. Williams is a Vice President of Plan Administration for Blue Ridge ESOP Associates and has over 15 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.

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