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Best Practices for Other Retirement Plans When You Have an ESOP

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or for additional information.

This replay was recorded on May 28, 2013.

About This Meeting

Most ESOP companies have at least one other retirement plan, often a 401(k) plan. Good design can make these plans work well together, including making discrimination testing easier, encouraging adequate diversification, and providing employees with an exceptionally strong retirement package. This webinar will look at the opportunities and the challenges of other plans in an ESOP environment. The webinar will leave time for you to get you specific issues addressed.

You will learn:


Plan Design Issues
Scott Freund, Blue Ridge ESOP Associates
Contribution Limits and Plan Administration
Lori Stuart, Crowe Horwath LLP


Scott J. Freund

presenter photologo

Blue Ridge ESOP Associates

Scott is a director for Blue Ridge ESOP Associates. He has more than 21 years of experience providing plan administration services and consulting advice to ESOP companies. Scott works closely with plan sponsors, accountants, advisers, and legal counsel to provide guidance on plan design and to resolve plan issues such as compliance matters and audit discrepancies. He is a member of the NCEO, the ESOP Association, and ASPPA. He is also a member of the ESOP Association's Administration Advisory Committee.

Lori Stuart

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Crowe Horwath LLP

Lori specializes in working with ESOP companies and has done so at Crowe Horwath LLP for the past 21 years. She consults with companies with existing ESOPs and those considering an ESOP. Lori is on the Executive Committee of the Ohio/Kentucky ESOP Association chapter, the ESOP Advisory Committee on Administration, a trustee of the Employee Ownership Foundation and speaks regularly at ESOP conferences.