Webinar

Effective ESOP Communications Committees

October 27, 2020
Employee communication is a common theme in successful ESOP companies. This webinar highlights how the communication committee is essential to the long-term success of the organization. Our goal is to help your company have an effective internal communications committee.
Webinar

Lessons from Recent Litigation

November 3, 2020
An understanding of recent developments in litigation brought by ESOP participants and the DOL, and in DOL investigations and IRS audits, can help to avoid problems with regulators and to be prepared to deal with trouble if it comes. Join members of the McDermott Will & Emery ESOP Litigation team for a discussion of the lessons all ESOP owned companies, fiduciaries and advisors should be focusing on in 2020.
Webinar

Using ESOPs to Structure an Acquisition

November 10, 2020
An ESOP can be a tool to make acquisitions easier, but it also adds some layers of complexity, and this Webinar explores the legal and fiduciary issues that must be part of any effective acquisition strategy. This webinar will also discuss the impact of the acquisition, plan its implementation, consider the impact on HR, benefits, and morale, and develop an approach to communications to respects both the need for confidentiality and employee buy-in.
Webinar

How NCEO Research Can Help You

November 17, 2020
This webinar will examine and discuss important research and information related to ESOPs, workplace culture, and financial security in the United States. Using this research, we will examine how to best leverage these tools to communicate more effectively with employees and guide company decisions on the importance of employee ownership and best practices in the workplace.
Webinar

ESOP Distribution Policies: Best Practices

November 24, 2020
The IRS now wants you to have a written distribution policy. It's a good idea anyway. A well crafted will help you manage your repurchase obligation in a sustainable, equitable manner.
Webinar

Best Practices for ESOP Boards of Directors

December 1, 2020
This webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?
Webinar

Is an ESOP Right for You?

December 8, 2020
There are several paths you can take to transition the ownership of your business. This session will evaluate employee ownership and if selling your business to an Employee Stock Ownership Trust is right for you.
Webinar

Responsibilities of an Internal ESOP Fiduciary

December 15, 2020
As an internal ESOP fiduciary, you have substantial legal responsibilities. This webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits.