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Plan Design

Webinars

Continuing Education Credit Offered: CPE, Generic, ASPPA

Is your ESOP meeting your company vision?  Are plan participants entering the plan early enough?  Are they accumulating benefits?  Are they vesting?  This session will highlight an ESOP company and the changes they made to expand their ownership culture.

 

Learning Objectives:

1. Understand the key components of retirement plan design. 

2. Learn how plan design affects employee participation and benefits.  

3.  Explore strategies for optimizing plan design to meet organizational objectives.

Coming Soon 

Presenters

Becky Streff headshot

Becky Streff

Becky Streff brings deep expertise in ESOPs, with a strong background in plan design, administration, fiduciary responsibilities, and employee engagement. With a diverse skill set spanning human resources, strategic planning, financial reporting, and mergers and acquisitions, Becky combines technical knowledge with a passion for aligning people and culture with organizational goals. Her international experience across China, Taiwan, and India further enriches her perspective on global business strategy and execution.

Barbara M. Clough headshot

Barbara M. Clough

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

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