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.
General Registration InformationIf you do not need continuing education credit you may simply access the Webinar access instructions in the members area of our Web site (user name and and password required).
Participants requesting continuing education credit do need to register once in the registration section of members area of our Web site (username and password required) and you will registered for as long as your membership is active.
If you are not a member and do not wish to join but would like to attend a Webinar, we invite you to attend one as our guest ($150 per Webinar thereafter as a nonmember).
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Continuing Education CreditTo receive continuing education credit for our Group-Internet Based Webinars, participants must be registered for the Webinar and log in to the Webinar under their own name. Participants must respond by poll to all the questions posed by the moderator. Participants failing to respond to the questions will not be eligible for continuing education credit. To receive a certificate of completion, please indicate the type of certificate you would like on the ReadyTalk Participation Registration page. Upon confirmation of your participation, you will be sent a certificate via email from Andrea Johnson within the next 2 weeks.
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.
This program is a "group-Internet based" offering and provides 1.00 hour of CPE credit for accountants in the area of "specialized knowledge and applications." The material is basic level. No prerequisites or advanced preparation is needed. For more information regarding administrative policies such as complaint and refund, please contact the NCEO at 510-208-1300.
SHRM CreditThis program is valid for 1.00 PDC for the SHRM-CPSM or SHRM-SCPSM.
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