This spring, our professionals will be co-presenting at multiple ESOP Association conferences on various topics. We hope to see you at one of the following conferences:
Iowa/Nebraska Chapter - 2017 Winter Conference
February 23, 2017 - Cedar Rapids, IA
Scott Freund - "Mature ESOP Issues"
This session will cover best practices for companies with a "mature ESOP" by providing them with guidance on ways to avoid various challenges which are faced by many mature ESOP companies. The session will discuss challenges related to maintaining a reasonable benefit level, managing repurchase liability, and addressing the "have and have-not" problem. The session will cover a variety of strategies, including Re-leveraging, Recycling, Redeeming, Reshuffling, Rebalancing, special contribution formulas, and unique diversification provisions.
Indiana Chapter - 2017 Spring ESOP Conference
March 7, 2017 - Carmel, IN
Scott Rademacher - "Forecasting the Repurchase Obligation"
This session will provide a BASIC understanding of the process of completing a repurchase obligation forecast and the factors and assumptions that affect the outcome of the 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.
Illinois Chapter - 2017 Annual Conference
March 9, 2017 - Oak Brook, IL
Kevin Rusch - "Mature ESOP Issues: Rebalance, Reshuffle, Recycle and Redemption"
Mid-Atlantic Chapter - 2017 Spring Conference
March 9-10, 2017 - Charlottesville, VA
Dolores Lawrence - "Financial Statements, Valuation & the Administrative Process"
This session will include a discussion of the Administrative Timeline, including, "What is taking so long?"
Jon Williams - Technical Roundtable
This roundtable will be an open forum and cover administrative tips.
New England Chapter - 2017 Spring Conference
March 31, 2017 - Lowell, MA
Jon Williams - "Segregation of Terminated Participant Accounts"
This session will cover the reasons for and mechanics of account segregation - the conversion of terminated participants' accounts from employer stock to other investments. The presenters will address common concerns relative to segregation such as the effect on repurchase obligation; cessation of terminated participants sharing in stock value increases or dividend allocations; and investment options for segregated funds, including investment by trustee, participant-directed investments within the ESOP, and the transfer of segregated funds to the company's 401(k) plan.
NCEO 2017 - Employee Ownership Conference
April 4-6, 2017 - Denver, CO
Please see a full list of our speakers and discount codes for our clients here.
Michigan Chapter - 2017 Spring Conference
April 13, 2017 - Lansing, MI
Scott Freund - "Mature ESOP Issues"
The ESOP Association's 40th Annual Conference
May 11-12, 2017 - Washington, DC
Dolores Lawrence- Administration Cycle - Part I - How Balances Accumulate
This session will include a discussion of the rules and options for determining eligibility; allocating contributions, forfeitures and earnings; and all compliance testing related to ESOPs (e.g., coverage, 415, 409(n), and 409(p) and the dividend value test).
