Blue Ridge professionals, Tom Roback, Scott Freund and Dolores Lawrence, will be attending The 42nd Annual ESOP Association National Conference next week.
On Thursday, Scott Freund will be moderating the session, "Administration Cycle Part I How Balances Accumulate | Technical". 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).
On Thursday, Dolores Lawrence will be moderating two sessions. The first session will be "Agency Practitioners Forum -Part I (IRS) | Technical". This session will feature a panel of representatives from the Department of Treasury and the Internal Revenue Service who will provide commentary on topics of interest to the ESOP community. The second session will be"Agency Practitioners Forum -Part II (DOL) | Technical". This session will feature a panel of representatives from the Department of Labor who will provide commentary on topics of interest to the ESOP community.
Dolores Lawrence is also the current chair of The ESOP Association’s Advisory Committee on Administration and will be leading the meeting for the Advisory Committee on Administration Thursday afternoon.
