Partner Husch Blackwell Kansas City, Kansas, United States
A well-written distribution policy is a key component of every ESOP. There are many factors to consider when creating an effective policy, and the process requires input from the c-suite as well as the various plan consultants. The presenters will explain the options available, as well as other basics, so you can align your distribution policy with the Company's financial objectives while supporting the ESOP culture. NCEO Resource: ESOP Distribution Policies
Learning Objectives:
Understand the three elements included in every distribution policy
Identify the various distribution options available for ESOPs
Learn which distribution options to consider as the ESOP matures and the demographics of the participants change
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