The panel will discuss the process and implications of the initial or second-stage ESOP loan length, what options are available if the loan term is too short, and what other options are available to ensure long-term ESOP sustainability.
Learning Objectives:
Understand how the loan length negotiated during a transaction can affect plan compliance and sustainability
Identify options to adjust the ESOP loan length or manage repurchase obligation if the loan length wasn't optimal at the transaction
Know the appropriate parties with whom to discuss concerns or address questions
