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.
|ESOPs: Preparing Your Employees for Retirement |
Loren Rodgers, NCEO and Nick Francia, UBS, The Capital ESOP Group
Nicholas J. Francia
UBS- The Capital ESOP Group
Nick is a financial advisor and member of the Capital ESOP Group in the Washington, D.C. office of UBS Financial Services, Inc. Nick regularly advises on liquidity events designed to enable owners of closely-held businesses to defer and potentially avoid recognition of long-term capital gain in connection with the sale of their businesses. In addition, he provides his clients with a number of sell-side advisory solutions, including business succession strategies, estate planning, and wealth diversification strategies. He speaks nationally on leveraged ESOP transactions and section 1042 tax-deferred sales. He is a member of The ESOP Association and is a member of the National Center for Employee Ownership.
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.