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Beneath the Service: Administration Beyond the Distribution Policy

Webinars

Continuing Education Credit Offered: CPE, SHRM, Generic

This presentation will discuss unique ways to allow a company to plan for distribution and/or diversification payments under the ESOP structure.

Whether you're a business owner, HR professional, or financial advisor, this session will provide you with valuable tools to navigate ESOP planning with confidence. 

Learning Objectives:

  • Understand the legal requirements for paying distributions and satisfying diversification requirements under an ESOP
  • Analyze planning opportunities that may be created by using an “administrative loan” to pay plan benefit obligations
  • Understand methods for satisfying the administrative loan to meet benefit level goals of the plan

Presenters

Allison T. Wilkerson headshot

Allison T. Wilkerson

Allison focuses her practice on employee benefits matters with extensive experience handling issues pertaining to ERISA and ESOPs. Her ESOP practice focuses on the design and implementation of ESOP transactions and provides ongoing legal counsel to ESOP-owned companies. She has been involved in hundreds of transactions, seeing all sides of the "ESOP lifecycle". Allison has advised employers on the implementation of nonqualified plans and executive compensation arrangements that complement the ESOP structure and represents independent fiduciaries in their role as purchaser in an ESOP transaction as to their legal duties with respect to their representation of ESOP participants and beneficiaries.

Myriem  Bennani headshot

Myriem Bennani

Myriem Bennani focuses her practice on employee benefits and executive compensation matters. She has extensive experience representing employers and plan sponsors in matters related to qualified and nonqualified employee benefit plans, with a particular emphasis on employee stock ownership plans (ESOPs) and executive compensation issues.

Thank you to our Sponsors

Blue Ridge
Chartwell
KSM
McDermott Will & Emery
PCE Investment Bankers, Inc.
Prairie
Praxis
Strategic Talent Partners
Texas Center for Employee Ownership