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ESOP Distribution Policies

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This replay was recorded on May 28, 2019.

About This Meeting

The IRS now wants you to have a written distribution policy. It's a good idea anyway. A well-crafted policy will help you manage your repurchase obligation in a sustainable, equitable manner. In this webinar, ESOP experts discuss what you need to have and what you should have in your policy.


Rachel Bowling

presenter photologo


Rachel is the ESOP Service Line Leader and an Actuary at Findley. She supports ESOP companies with recordkeeping, customized participant communications, and consulting services. Her experience includes consulting for a wide variety of retirement plan designs, including qualified and nonqualified plans. Rachel is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Chartered Enterprise Risk Analyst. She received her MS and BS from Murray State University.