Annual valuations may be a staple for ESOP companies, but many employee-owners and plan sponsors have a limited understanding of the work that drives the eventual payments upon retirement or separation from service. This presentation will address the most common questions that internal trustees, ESOP leadership, and employee-owners have about annual valuations, delineate best practices in the valuation review process, and, most important, outline the questions that should be asked of appraisers. NCEO Resource: The Fiduciary's Guide to ESOP Valuation
Learning Objectives:
Understand the most commonly used approaches in ESOP valuations
Be able to critically examine the key assumptions in ESOP valuations
Determine which questions internal trustees and plan sponsors should be asking their appraisers about the valuation
