Overview
Allison Wilkerson and Myriem Bennani spoke at the Beneath the Service: Administration Beyond the Distribution Policy webinar hosted by National Center for Employee Ownership (NCEO) on June 3. This webinar explored unique strategies to help companies proactively manage distribution and diversification obligations within an ESOP structure.
Learning Objectives Included:
- 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