Handling the Repurchase Obligation: ForecastingNCEO 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 firstname.lastname@example.org for additional information.
This replay was recorded on August 29, 2017.
About This MeetingYou 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:
- The process for completing a repurchase obligation study
- The impact of various assumptions on the future obligations
|Kevin Rusch |
Blue Ridge ESOP Associates