Don't Do That With Your ESOP
November 7, 2017 (9:30 am-10:30 am Pacific)
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:
- What the most significant and most common legal problems to be aware of as ESOP companies are, including how to fix them.
- Preventative steps and best practices to avoid those problems from arising in the first place.
|9:30 AM||Legal and Fiduciary Issues, Financing and Operations |
Paige Ryan and Ron Gilbert, ESOP Services, Inc.
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NCEO members: Free.
Nonmembers: See below for fees.
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