About the Webinar

The legal issues discussed in the first webinar in our series on S corporation ESOPs have important implications for the administration of your ESOP. Make sure that your company is compliant with the complex rules and procedural requirements for effectively running an ESOP in an S corporation. 

This webinar will cover:

  • benefit distribution
  • voting
  • paying S corporation distributions
  • leveraging.
Presenter(s)

Alex has spent more than eight years partnering with business owners and senior leadership. His responsibilities include the administration and sustainability analysis of complex defined contribution plans with an emphasis in ESOPs. Alex has extensive experience with new ESOP feasibility, ongoing ESOP sustainability analysis, and qualified plan design review.

Beth is a senior plan administrator at Blue Ridge ESOP Associates . Beth has more than 11 years of experience in ESOP administration, and her expertise includes working on complex ESOP plans and providing consultation for her clients throughout the administration process. Beth is an active member of the NCEO, The ESOP Association, serves on the program committee for the Wisconsin ESOP Chapter and is a speaker at local ESOP conferences. She holds the Qualified 401(k) Administrator (QKA) credential from ASPPA and earned her Bachelor of Business Administration from University of Wisconsin-Green Bay.

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