Senior Vice-President GreatBanc Trust Company Elkhart, IA, United States
Young, mid-life, and mature ESOP companies all face unique challenges. Join our panel in an interactive discussion on the challenges faced by ESOP-owned businesses throughout their life cycles. Whether it be benefit levels, “haves vs. have-nots”, and/or repurchase obligations, our panel will be ready to discuss the challenges facing ESOP companies today. NCEO Resource: Sustainable ESOPs
Learning Objectives:
Demonstrate an understanding of common challenges faced by ESOP companies at various life stages
Understand planning considerations and solutions for ESOP companies at various life stages
Recognize the sustainability implications of various plan provisions often included in ESOP plan documents
