About the Webinar

You can't manage the repurchase obligation unless you plan for it. This webinar provides a basic understanding of the process of completing a repurchase forecast and the factors and assumptions that affect the outcome of forecast, including the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation. 

You will learn:

  • The process for completing a repurchase obligation study
  • The impact of various assumptions on future obligations

Kevin, CPA, QPA, is a director at Blue Ridge ESOP Associates and has more than 23 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant (CPA) as well as a qualified pension administrator (QPA). He works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on ESOP plan design, repurchase obligation analysis, compliance, and operation.

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