Meeting Archive:
Understanding your ESOP Repurchase Obligation


Meeting Description:
This webinar will provide a basic understanding of the process of completing a repurchase obligation forecast and the factors and assumptions that affect the outcome of the forecast.  We will also explore the impact of specific plan provisions (such as distribution timing and segregating accounts), the impact of the distribution mechanics (recycling vs. redeeming), and interplay between the stock value and the repurchase obligation.
 
As always, members of Ohio’s Employee Owned Network have unlimited 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).
Details
Date: Wed, Aug 23, 2017
Time: 10:00 AM EDT
Duration: 1 hour
Host(s): Chris Cooper
 Presenter Information
Kevin Rusch, Blue Ridge ESOP Associates
Speaker Photo

Kevin T. Rusch, CPA, QPA, is a Director at Blue Ridge ESOP Associates and has more than 20 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant (CPA) as well as a qualified pension administrator (QPA). Kevin is a member of The ESOP Association's Administration Advisory Committee and is a frequent speaker on ESOP administration topics for both The ESOP Association and the NCEO. He works closely with plan sponsors, accountants, advisors and legal counsel to provide guidance on plan design, repurchase obligation analysis, compliance, and operation.