Re-Thinking Your ESOP Plan Design and Operations
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This replay was recorded on June 13, 2017.
About This Meeting
As 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
Sandy is a relationship manager and benefits consultant for the Milliman Southern Employee Benefits Practice (SEB). With more than 30 years of experience,Sandy has worked in the employee benefits field most of her career. Prior to joining Milliman, Sandy worked with Regions Trust as a business development officer specializing in retirement plans and benefits consulting. She also worked as a senior ERISA compliance specialist for Invesco Retirement, Inc. and operated her own consulting firm for several years during which she worked with allmtypes of plans including both leveraged and non-leveraged ESOPs.
Julie is a relationship manager and benefits consultant for the Milliman Southern Employee Benefits Practice (SEB). With more than 25 years of experience, Julie has worked in the employee benefits field for almost her entire career. Her primary focus has been on ESOPs, KSOPs and other defined contribution (DC) plans for more than 25 years. She has been involved in every aspect of DC plan administration including plan design, implementation, compliance and operations. She has experience with both privately held and publicly traded stock in both qualified and non-qualified plans.