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Handling the Repurchase Obligation: Forecasting

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. If you have a current subscription to the replays, log in here. (Replays are not available for individual purchase). Please contact Colleen Kearney at 510-208-1311 or for additional information.

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:


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, CPA, QPA, is a director at Blue Ridge ESOP Associates and has more than 23 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.