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WEBINAR REPLAY

S Corporation ESOPs: Administrative Issues

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 ckearney@nceo.org for additional information.

This replay was recorded on September 11, 2018.

About This Meeting

The legal issues discussed in the first Webinar in our series on S corporation ESOPs have important implications for the administration of your ESOP. Make sure that your company is compliant with the complex rules and procedural requirements for effectively running an ESOP in an S corporation.

This Webinar will cover:

Participants will leave this Webinar with some questions to ask their administration firm to ensure that their ESOP is compliant and that they are getting the greatest benefit from the plan.

Presenters

Barbara M. Clough

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Newport Group

Barbara is a director in Newport Group's national ESOP administration and consulting practice. Barbara works closely with plan sponsors and others to provide guidance on plan design, administration, and compliance matters with extensive knowledge in 409(p) testing. She is responsible for training, mentoring, and managing Newport Group's ESOP team. Barbara is a frequent speaker and author, board member of NCEO, a past chairwoman of the ESOP Association's Administrative Advisory Committee, and ASPPA credentialed.

Lynn DuBois

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The ESOP Law Group LLP

Lynn is a partner at ESOP Law Group, where she focuses her practice on all aspects of ESOPs including the design, implementation, and operation of ESOPs. Her practice includes company, trustee, and shareholder representation in a wide variety of ESOP transactions, including leveraged buyouts, corporate stock repurchases, ownership succession transactions, and corporate reorganizations. Lynn received her law degree from Stanford Law School. She has more than 25 years of employee benefits and ERISA experience. She is a frequent speaker on ESOP topics for the NCEO and the ESOP Association.