Blue Ridge ESOP Associates Industry News

NCEO Webinar-Do That with Your ESOP: Great Ideas from ESOP Companies

Posted by Blue Ridge ESOP Associates

Jul 6, 2021 4:13:49 PM

NCEO Compass Series

The National Center for Employee Ownership hosts weekly live webinars throughout the year for ESOP companies. Blue Ridge ESOP Associates' professional, Jon Williams will be presenting  on July 27, 2021.

Do That with Your ESOP: Great Ideas from ESOP Companies
July 27, 2021 - 9:30-10:30 a.m.(PST)

You may have heard the phrase: “Don’t do that with your ESOP”. This is a webinar that does the opposite. We will give you fresh ideas and discuss a wide range of topics that you may be uttering the phrase “We should do that with our ESOP”!

Sometimes all we need is the right idea. This webinar will delve into topics that might have gone unnoticed to some Plan Sponsors. We will touch on a range of ideas from ESOP Companies without getting really technical in any of them. The idea behind this webinar is to give you an introduction to many topics and if you find any of them particularly useful, you will know where to go for more technical information on that particular subject.

Learning Objectives

  1. Understand the importance of an ESOP repurchase obligation study, why or when you may want to have one conducted and the benefits to the Plan Sponsor.

  2. Learn the reasons behind writing or changing the distribution policy and how the policy will affect your future repurchase obligation.

  3. Discover the benefits of Segregation of participant’s accounts and how to remove a former employee from their position in employer stock for any account balance no matter how large.

Jon Williams

Jon is a senior plan administrator for Blue Ridge ESOP Associates and has over 10 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a bachelor of science in business from Virginia Commonwealth University, where he majored in accounting and minored in economics..

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