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WEBINAR REPLAY

S Corporation ESOPs - Administrative Issues

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 ckearney@nceo.org for additional information.

This replay was recorded on September 5, 2017.

About This Meeting

The legal issues discussed in the first Webinar in our series on S corporation ESOPs have important implications for the administration of your ESOP. Make sure that your company is compliant with the complex rules and procedural requirements for effectively running an ESOP in an S corporation.

This Webinar will cover:

Participants will leave this Webinar with some questions to ask their administration firm to ensure that their ESOP is compliant and that they are getting the greatest benefit from the plan.

Program

Barbara Clough,Newport Group and Lynn DuBois, ESOP Law Group LLP

Presenters

Barbara M. Clough

presenter photologo

Newport Group

Barbara is a director at Newport Group in the firm's national ESOP administration and consulting practice. Barbara is responsible for client relations, training, mentoring, and managing the ESOP team as well as oversight of the administration and compliance for their ESOP business. Barbara holds a BS from the University of Massachusetts. She is chairwoman of the ESOP Association Administrative Advisory Committee; a member of the ESOP Association, NCEO, and ASPPA; and a frequent speaker and author.

Lynn DuBois

presenter photologo

The ESOP Law Group LLP

Lynn is a partner at ESOP Law Group, LLP, where she focuses her practice on all aspects of ESOPs, including the design, implementation, and operation of ESOPs. Her practice includes company, trustee, and shareholder representation in a wide variety of ESOP transactions, including leveraged buyouts, corporate stock repurchases, ownership succession transactions, and corporate reorganizations. She has more than 20 years of employee benefits and ERISA experience and is a frequent speaker on ESOP topics for the NCEO, the ESOP Association, and various business organizations.