WEBINAR: Unlocking ESOPs: Best Practices for Valuation Oversight & ERISA Compliance
Thursday, June 27th, 2024
Eric Blocher, Partner and Director of Business Valuation Services, alongside Danielle Guinter, Partner and Director of ERISA Services, and Shalane Cohen, a Principal with a wealth of experience, guided this webinar’s audience through the intricate landscape of ESOP administration and oversight.
This riveting webinar dove deep into the realm of employee stock ownership plans (ESOPs) as the presenters uncovered the secrets to seamless administration and optimal oversight. Attendees discovered the art of dissecting a company’s annual valuation report, gaining invaluable insights to propel one’s organization forward. But that’s not all! This webinar delved into recent ERISA court cases with as presenters dissected the lessons learned and unveiled actionable takeaways for Plan Sponsors.
But that’s not all! This webinar delved into recent ERISA court cases with as presenters dissected the lessons learned and unveiled actionable takeaways for Plan Sponsors.
Attendees of this McKonly & Asbury Webinar gained insight on the following:
- Best practices for administering and overseeing an ESOP from a Plan Sponsor’s perspective
- Things to consider when reviewing your ESOP’s valuation report
- Lessons learned from recent ERISA Court Cases
