This session will focus on how to keep the stock appreciation with active participants while focusing on the sustainability of the company and the ESOP plan. We will explore the pros and cons of segregation and the effect it has on terminated and active participants. Once terminated participants' accounts are segregated, we will discuss what to do with the shares and the impact on valuation.
Learning Objectives:
Learn how to keep the appreciation of the stock with active participants
Identify the many options on how and when to segregate terminated participants and the pro and cons of each method
Understand the plan design changes that are needed to accomplish segregation
