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WEBINAR REPLAY

ESOP Distribution Policies

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 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.

Presenter

Rachel Bowling

presenter photologo

Findley

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.