ESOP Distribution Policies
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This replay was recorded on May 22, 2018.
About This Meeting
The IRS now wants you to have a written distribution policy. It's a good idea anyway. A well-crafted policy will help you manage your repurchase obligation in a sustainable, equitable manner. In this Webinar, ESOP experts discuss what you need to have and what you should have in your policy.
Blue Ridge ESOP Associates
Anthony is an administrator at Blue Ridge ESOP Associates. He has more than 20 years of experience providing administration and consulting advice to ESOP clients. This includes all phases of the annual administration process, plan terminations, distribution processing, compliance testing, and working with other advisors and legal counsel to provide guidance on plan design and compliance issues. He has also decades of experience in other types of defined contribution plans. Anthony has spoken at NCEO conferences and ESOP Association regional conferences. He is a CPA
Mark Swanson is a senior manager, benefit plan services, in the Columbus, Ohio office of Crowe LLP. Prior to joining Crowe in 2008 he was with Nationwide Insurance where he held various positions in the office of general counsel and human resources. With 20+ years in the retirement benefits field, his experience covers retirement plan administration, design, consulting, communications, legal and regulatory considerations and retirement benefit strategy. In addition to being an attorney, he holds the professional designations of certified employee benefits specialist (CEBS) and certified pension consultant (CPC).