Re-Thinking Your ESOP Plan Design and Operations
June 25, 2019 (9:30 am-10:30 am Pacific)
About This MeetingAs ESOPs mature, the rules they started out with for distributions, allocations, vesting, participation, rebalancing shares, account segregation, and other issues may no longer be optimal. You may also want to change plan providers, including appraisers or hiring an institutional trustee. This webinar will explore what the law allows and requires you do when making plan changes.
You will learn:
- What changes can be made in plan design
- What changes may make sense in plan design
- Making changes in key plan advisor
How can you deal with emerging have/have not problems in mature ESOP
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Dolores P. Lawrence
NCEO members: Free.
Nonmembers: See below for fees.
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CPE CreditThe National Center for Employee Ownership (NCEO) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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