Blue Ridge ESOP Associates Industry News

NCEO Webinar:Strategic & Administrative Issues Unique to Partial ESOPs

Posted by Blue Ridge ESOP Associates

Jun 9, 2021 10:00:00 AM

NCEO Compass Series

The National Center for Employee Ownership hosts weekly live webinars throughout the year for ESOP companies. Blue Ridge ESOP Associates' professional, Scott Freund will be presenting  on March 30, 2021.

Strategic and Administrative Issues Unique to Partial ESOPs
June 15, 2021 - 9:30-10:30 a.m.(PST)

ESOP’s which own less than 100% of the outstanding shares of stock in a company can face unique administrative issues.  This can apply to both partially owned C Corporation and S Corporation ESOP’s.  Please join this webinar to learn about administrative issues that can arise with partially owned ESOP’s.

Scott Freund

Scott has more than 24 years of experience providing administration and consulting advice to ESOP clients. Scott is a member of the ESOP Association's Administration Advisory Committee and is a frequent speaker on ESOP administration topics for both the ESOP Association and the NCEO. He has extensive experience with ERISA law, Department of Labor regulations and IRS code compliance. He has worked closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design and to resolve plan issues such as compliance matters and audit discrepancies.

NCEO Members: Free

Not an NCEO member? Join today with our exclusive 50% discount code: NCEOWeb21

NCEO membership offers many valuable resources,including the Ownership Compass education series. According to their website, CPE, SHRM, and other Professional credit available for this conference.

Topics: S-Corp, C-Corporation