About the Webinar

The IRS now wants you to have a written distribution policy. It's a good idea anyway. A well crafted will help you manage your repurchase obligation in a sustainable, equitable manner.

In this webinar, ESOP experts discuss:

  • Legal requirements: what you need to have in your policy and what you should have in your policy
  • Best practices for distribution policies

 

There are no prerequisites or advanced preparation required for this introductory-level session.

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

For more information on the types of Continuing Education Credit offered please visit Continuing Education Credits for Meeting and Webinar Attendees.

Presenter(s)

Rachel is the ESOP Service Line Leader and an Actuary at Findley. She supports ESOP companies with recordkeeping, customized participant communications, and consulting services. Her experience includes consulting for a wide variety of retirement plan designs, including qualified and nonqualified plans. Rachel is a Fellow of the Society of Actuaries, an Enrolled Actuary, and a Chartered Enterprise Risk Analyst. She received her MS and BS from Murray State University. 

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