This session will discuss the value of a year-end planning call including TPA, CPA, Trustee, Valuation Firm as well as the key topics that need to be addressed. During the session, the presenters will work through the development of an annual timeline as well as define who does what during the process.
Learning Objectives
1. Identify each service provider and their roles.
2. Understand the key elements and timing related to creating your timeline.
3. Have a general understanding of all steps in the process.
-1.png?width=150&name=BRA-primary-1C-white%20(1)-1.png)
.png?width=150&name=BRA-primary-1C-white%20(1).png)
John Lynch, QKA, is an experienced ESOP Manager and Administrator at Blue Ridge ESOP Associates since August 2022. Previously, John served as a Benefit Plan Senior Consultant and Benefit Plan Consultant at Crowe from July 2020 to August 2022. Prior to that, John worked at Chick-fil-A-Franchise from December 2015 to June 2020, contributing to guest experience and team efficiency. Academic involvement included roles as a teaching assistant and student staff at Augustana College, where John supported business courses and participated in hiring processes. John also held a position as a College Financial Representative at Northwestern Mutual, focusing on customized financial plans, and worked as a Management Consultant with the Upper Mississippi Center, assessing employee engagement for the city of Geneseo. John earned a Bachelor of Arts in Management and Finance from Augustana College in 2020.
.png?width=200&name=mwe_lockup_green_char_rgb-600x180-b65045b%20(1).png)
%20(1).png?width=200&name=PCE%20logo-01%20(002)%20(1).png)
