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WEBINAR REPLAY

Handling the Repurchase Obligation: Forecasting

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This replay was recorded on September 4, 2018.

About This Meeting

You can't manage the repurchase obligation unless you plan for it. This webinar
will provide a basic understanding of the process of completing a repurchase
obligation forecast and the factors and assumptions that affect the outcome of
the forecast, including the impact of specific plan provisions (such as
distribution timing and segregating accounts), the impact of the distribution
mechanics (recycling vs. redeeming), and interplay between the stock value and
the repurchase obligation.

You will learn:

Presenters

Scott Rademacher

presenter photologo

Blue Ridge ESOP

Scott Rademacher, Plan Administrator, has more than 16 years of experience working closely with Plan Sponsors and other key advisors to provide administration and consulting advice related to Employee Stock Ownership Plans. He is a member of the ESOP Association, the National Center for Employee Ownership (NCEO) and holds the QKA designation and membership in the American Society of Pension Professionals and Actuaries (ASPPA). Scott received his bachelors degree in Economics from the University of Wisconsin-Madison.

Kevin T. Rusch

presenter photologo

Blue Ridge ESOP Associates

Kevin is a director at Blue Ridge ESOP Associates and has more than 20 years of experience providing administration and consulting advice to ESOP clients. He is a Certified Public Accountant (CPA) as well as a Qualified Pension Administrator (QPA). He works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on ESOP plan design, repurchase obligation analysis, compliance, and operation.