ESOPs: Preparing Your Employees for Retirement
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This replay was recorded on October 6, 2015.
About This Meeting
ESOPs are an important part of retirement planning, but most employee ownership companies offer other retirement plans as well. This webinar can help you make sure your employees are best using these plans to assure a secure retirement.
You will learn:
- How you can encourage employees to put more into a 401(k).
- How you can help employees understand how to plan for retirement.
- How you can make sure employees know the best tax and planning secretaries for dealing with their ESOP distributions.
Nicholas J. Francia
The Capital ESOP Group-UBS Financial Services
Nick joined UBS in 2011. As a member of The Capital ESOP Group, Nick focuses on educating business owners on different tax-efficient monetization strategies, empowering them to make informed decisions. Nick also creates tailored cash flow models comparing the taxable sale of privately held businesses and a Section 1042 tax-deferred sale to an ESOP. In 2018 Nick was recognized by Forbes as one of America's Top Next-Generation Wealth Advisors. Nick graduated from the University of Mary Washington, where he earned a bachelor's degree in economics.
National Center for Employee Ownership
Loren joined the NCEO in 2005 and became its executive director in 2010. He writes extensively on employee ownership in professional and academic publications and has spoken at events around the world. Since he entered the field in 1995 as a consultant, he has worked with hundreds of companies. His expertise includes ESOPs, equity compensation, best practices for employee ownership companies, research, effective communications, employee motivation, corporate governance, ESOP transactions and operations, and business literacy.