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

Viewing this webinar

Webinar access information

Handouts will be made available in the sidebar - you must be logged in and have an active membership to access them. Please contact Event Coordinator, Jordan Boone at jboone@nceo.org with questions.

Presenter(s)

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.

Scott Rademacher, Plan Administrator, has more than 16 years of experience working closely with Plan Sponsors and other key advisors to provide administration and consulting advice related to Employee Stock Ownership Plans. He is a member of the ESOP Association, the National Center for Employee Ownership (NCEO) and holds the QKA designation and membership in the American Society of Pension Professionals and Actuaries (ASPPA). Scott received his bachelors degree in Economics from the University of Wisconsin-Madison.

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