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WEBINAR REPLAY

Re-Thinking Your ESOP Plan Design and Operations

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 June 25, 2019.

About This Meeting

As 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:

Presenter

Dolores P. Lawrence

presenter photologo

Blue Ridge ESOP Associates

Dolores is a managing director at Blue Ridge ESOP Associates. She is a CPA, holds the QKA designation from the American Society of Pension Professionals and Actuaries, and has more than 25 years of experience in providing administration and consulting services for ESOPs and 401(k) plans. She is a member of NCEO, the ESOP Association, and ASPPA. She currently serves as chair of the ESOP Association's advisory committee on administration.