Best Practices for Other Retirement Plans When You Have an ESOPNCEO 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 email@example.com for additional information.
This replay was recorded on May 28, 2013.
About This MeetingMost 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:
- How to integrate ESOPs and 401(k) plans effectively.
- How to help employees know how diversified they need to be.
|Plan Design Issues |
Scott Freund, Blue Ridge ESOP Associates
|Contribution Limits and Plan Administration |
Lori Stuart, Crowe Horwath LLP
Scott J. Freund