Re-Thinking Your ESOP Plan Design and OperationsNCEO 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 Colleen Kearney at 510-208-1311 or firstname.lastname@example.org for additional information.
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
|Re-Thinking Your ESOP Plan Design and Operations |
Sandy Birdsong and Julie Isom, Milliman