Decision Making for ESOP Sustainability

This webinar examines such issues as repurchase policies, rebalancing, and segregation to keep stock flowing to newer employees, distribution rules that work for the long-term, and other ways to keep an ESOP relevant and sustainable.
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Decision Making for ESOP Sustainability

Sustainability is the concept of utilizing a resource in a manner that enables longevity. In an ESOP company, the concept relates specifically to perpetuating the ESOP while maintaining the health of the business. ESOP policy decisions are generally established at the inception of the plan when there is not a clear understanding of how such decisions will influence the business as it matures.
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Do That with Your ESOP: Great Ideas from ESOP Companies

Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This seminar brings together many of these ideas in a single place. You will learn:  What are some of the best ideas from ESOP companies in corporate culture and communication?  What are some of the best ideas from ESOP companies in plan design, operations, and governance?
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Do That with Your ESOP: Great Ideas from ESOP Companies

Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This webinar brings together many of these ideas in a single place. What are some of the best ideas from ESOP companies in corporate culture and communication? What are some of the best ideas from ESOP companies in plan design, operations, and governance?
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Don't Do That With Your ESOP

ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
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Don't Do That With Your ESOP

ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
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Handling the Repurchase Obligation - Legal Issues

Closely held ESOP companies have a specific legal obligation to buy back stock from departing and diversifying employees. This webinar will describe these requirements and explore than various alternative approaches you can use on such issues as the timing, form, and requirements for distributions, account segregation at termination, changing when distribution occurs, diversification requirements, what valuation to use, and more.
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Handling the Repurchase Obligation: Financing

There are several ways to finance the repurchase obligation, including "pay-as-you-go" funding, pre-funding, paying dividends/S corporation distributions, corporate-owned life insurance, and incurring debt, i.e., releveraging the ESOP. The methods for handling repurchased shares, i.e., redeeming or recycling, will also be discussed. This webinar will cover the mechanics as well as pros and cons of each. You will learn:
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Handling the Repurchase Obligation: Forecasting

This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.
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