Speakers will discuss how to customize your ESOP plan document to suit your particular needs, even if you're using an IRS pre-approved ESOP. Feel confident when you discuss plan terms and understand what the options are. Learn why certain plan design options are more popular than others.
Learning Objectives:
Learn how to describe to advisors what is needed for their ESOP transition
Understand how to review the drafted plan documents, summary plan description, and trust agreement
Recognize what changes can be made to the plan, when, and why
