Don't Do That with Your ESOP: Financial and Administrative IssuesNCEO 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. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Andrea Johnson at 510-208-1309 or firstname.lastname@example.org for additional information.
This replay was recorded on October 13, 2015.
About This MeetingESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.
You will learn:
- Some financial problems that ESOP companies have faced, such as the have/have-not problem and repurchase obligation, and what their options are for addressing those problems.
- Different ways to design and administer ESOPs and the effect of those decisions, as well as tools to recognize when something is not right in the administration of your ESOP.
David P. Burdette