Re-Thinking Your ESOP Plan Design and Operations
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This replay was recorded on June 13, 2017.
About This MeetingAs ESOPs mature, the rules they started out with for distributions, allocations, vesting, participation, rebalancing shares, account segregation, and other issues may no longer be optimal. You may also want to change plan providers, including appraisers or hiring an institutional trustee. This webinar will explore what the law allows and requires you do when making plan changes.
You will learn:
- What changes can be made in plan design
- What changes may make sense in plan design
- Making changes in key plan advisor
How can you deal with emerging have/have not problems in mature ESOP