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Rethinking Your ESOP: How to Change Your Plan to Keep it Sustainable

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This replay was recorded on June 19, 2018.

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.
You will learn:


Daniel Stoltz

presenter photologo

Principal Financial Group

Dan is a senior ESOP relationship manager at Principal. He has more than 18 years' experience working with ESOPs and has extensive knowledge of ESOP recordkeeping capabilities and complex ESOP issues. Dan is credentialed as a qualified pension administrator (QPA) with the American Society of Pension Professionals & Actuaries (ASPPA). He is a member of the National Center for Employee Ownership (NCEO) and the ESOP Association (TEA). He is a frequent speaker at regional and national ESOP conferences.