It's been a year since we discussed this topic. Join our presenters to learn how non-stock assets accumulate, investment options, who is on first as well as the latest updates from a legal and regulatory standpoint.
Learning Objectives:
1. Understand how non-stock accumulate in an ESOP.
2. Identify the various service providers who may be involved in non-stock investments.
3. Review recent litigation cases and affect on the industry.
As the Vice President of ESOP Administration at Blue Ridge ESOP Associates, Renee has over 19 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. Renee is a speaker on ESOP administration topics for both the ESOP Association and the NCEO. She works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, compliance, and operation.
Josh Plank currently serves in the capacity of ESOP Director at Blue Ridge Associates where he owns critical relationships with key ESOP plan sponsors. He has over 13 years of experience in the ESOP field. Before joining Blue Ridge, he worked as an ESOP Manager, ESOP Consultant and ESOP Analyst for a privately held retirement services provider. In these roles, he worked across multiple departments on ESOP related technology projects focused on the participant online experience. He is responsible for all facets of ESOP plan administration on a variety of plans—including trust accounting, allocations, compliance testing and distribution processing. He is a valuable resource as a mentor and leader, providing guidance on technical ESOP issues.
.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)
