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WEBINAR REPLAY

Handling the Repurchase Obligation: Financing

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This replay was recorded on August 28, 2018.

About This Meeting

There are several ways to finance the repurchase obligation, including
"pay-as-you-go" funding, pre-funding, paying dividends/S corporation
distributions, corporate-owned life insurance, and incurring debt, i.e.,
releveraging the ESOP. The methods for handling repurchased shares, i.e.,
redeeming or recycling, will also be discussed. This webinar will cover the
mechanics as well as pros and cons of each approach.

You will learn:

Presenter

Alex Grasser

presenter photologo

Findley

As a consultant, Alex has over 5 years of experience partnering with plan sponsors and senior leadership. His responsibilities include the administration and sustainability analysis of complex defined contribution plans with an emphasis in ESOPs. Alex has extensive experience with new ESOP feasibility studies and existing ESOP sustainability analysis. He is a member of the firm's ESOP practice group. Alex is working toward the Qualified 401(k) Administrator (QKA) designation from ASPPA. He received his BSBA in Finance and Business Economics from Northern Arizona University.