Meeting Archive:
Avoiding the Problems: Understanding Your ESOP Distribution Procedures and Policies


Meeting Description:
It is important to understand, and follow, the proper ESOP distribution rules and procedures as you create, and follow, your ESOP Distribution Policy. Frequently, the distribution policy is not given enough thought and planning and results in trouble down the road. Learn some of the ‘devilish details’ that will keep you on the straight and narrow in this session.
 
As always, members of Ohio’s Employee Owned Network have unlimited free registrations to all of our webinars. For non-members, the cost to attend is $50 per person/per webinar (attendees will be invoiced at the completion of the webinar). Not sure if you are a member? Contact the OEOC at 330-672-3028 to find out.
Details
Date: Wed, Feb 7, 2018
Time: 10:00 AM EST
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Mark Swanson, Crowe Horwath
 

Mark Swanson is a senior manager, benefit plan services, in the Columbus, Ohio office of Crowe Horwath LLP. Prior to joining Crowe in 2008 he was with Nationwide Insurance where he held various positions in the office of general counsel and human resources. With 20+ years in the retirement benefits field, his experience covers retirement plan administration, design, consulting, communications, legal and regulatory considerations and retirement benefit strategy. In addition to being an attorney, he holds the professional designations of certified employee benefits specialist (CEBS) and certified pension consultant (CPC).