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Handling the Repurchase Obligation: Forecasting

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 August 29, 2017.

About This Meeting

You can't manage the repurchase obligation unless you plan for it. This webinar
will provide a basic understanding of the process of completing a repurchase
obligation forecast and the factors and assumptions that affect the outcome of
the forecast, including the impact of specific plan provisions (such as
distribution timing and segregating accounts), the impact of the distribution
mechanics (recycling vs. redeeming), and interplay between the stock value and
the repurchase obligation.

You will learn:


Kevin Rusch
Blue Ridge ESOP Associates


Kevin Rusch

presenter photologo

Blue Ridge ESOP Associates

Kevin is a director at Blue Ridge ESOP Associates and has more than 20 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant as well as a qualified pension administrator. Kevin is a member of the ESOP Association's administration advisory committee and a frequent speaker on ESOP administration topics for the ESOP Association and the NCEO. He works with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, repurchase obligation studies, compliance, and operation.