ESOP repurchase obligations and distributions can be confusing and complex with all of the different rules surrounding benefit payments. We will break down the basics of ESOP repurchase obligation and cover some best practices for establishing a distribution policy, effecting distribution payments , and dealing with missing participants NCEO Resource: The ESOP Repurchase Obligation Handbook
Learning Objectives:
Learn how to draft a working distribution policy
Determine how to administer most ESOP benefit payments
Understand how to implement best practices on dealing with a missing participant