October 31, 2011

ESOP Technical Issues Web Seminar – October, 2011

ESOP Technical Issues Seminar 2011

Below you will find the links to watch each of the Technical Issues Webinar Sessions On-Demand:

  • Session 1: Introduction

    • What is an ESOP?
    • History of ESOPs

CLICK HERE TO WATCH SESSION 1

  • Session 2: Retirement Plan Basics

    • Qualified vs. Nonqualified plans
    • Types of Plans

CLICK HERE TO WATCH SESSION 2

  • Session 3: Basic ESOP Transactions

    • Prefund
    • Stock Contributions
    • Leveraged ESOPs
    • Section 1042 Transactions

CLICK HERE TO WATCH SESSION 3

  • Session 4: Plan Operation Features

    • Eligibility Requirements
    • Participation/Benefit Allocations
    • Vesting
    • Distributions

CLICK HERE TO WATCH SESSION 4

  • Session 5: Repurchase Obligation

    • Repurchase Liability Studies
    • Funding the Repurchase Obligation

CLICK HERE TO WATCH SESSION 5

  • Session 6: Administration/Recordkeeping

    • Disclosure Requirements
    • Administration Procedures
    • Administration Pitfalls
    • Lost Participants
    • Lost Beneficiaries

CLICK HERE TO WATCH SESSION 6

  • Session 7: Special Problem Areas of Administration

    • Contributions in Excess of 415 Limits
    • Excess 401(k) Deferrals

CLICK HERE TO WATCH SESSION 7

  • Session 8: Accounting Issues

    • Balance Sheet Impact
    • Income Statement Impact

CLICK HERE TO WATCH SESSION 8

  • Session 9: S Corporation ESOPs

    • Pitfalls
    • IRC 409(p) Anti-Abuse Provisions

CLICK HERE TO WATCH SESSION 9

  • Session 10: Valuation Issues

    • Majority Premium
    • Minority Discount
    • Marketability Discount

CLICK HERE TO WATCH SESSION 10

  • Session 11: Corporate Governance

    • Control Issues
    • Fiduciary Issues
    • Pass-Through Issues

CLICK HERE TO WATCH SESSION 11

  • Session 12: Key Employee Incentive Plans

    • Management Stock Bonus Plans
    • Stock Option Plans
    • Phantom Stock Plans
    • Supplemental Executive Retirement Plan

CLICK HERE TO WATCH SESSION 12

  • Session 13: Advanced ESOP Transactions

    • Combination Redemption/ESOP Buyout
    • Stock Warrants
    • Convertible Preferred Stock Transactions
    • Refinancing ESOP Loans
    • Multi-Stage Transactions
    • Combination ESOP and Safe Harbor 401(k) Plans

CLICK HERE TO WATCH SESSION 13

Share this article:
LinkedIn
Twitter
Facebook
WhatsApp

Learn why an ESOP is better for You,
your Business, and your Employees

Upcoming Web Seminar:

As we move into 2025, businesses are navigating a dynamic economic landscape marked by evolving tax policies, rising employee expectations, and the need for sustainable growth strategies. Whether your goal is reducing corporate taxes, creating liquidity for retiring shareholders, or retaining top talent with competitive benefits, Employee Stock Ownership Plans (ESOPs) offer a proven pathway to success.

This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.

What You'll Learn

    • What is an ESOP? A comprehensive overview of how ESOPs work and the transformative benefits they offer to companies and employees.
    • Solutions for 2025’s Challenges: Strategies to tackle rising labor costs, preserve cash flow, and leverage ESOP tax advantages to build resilience.
    • Tax Benefits for Owners & Companies: Explore ways ESOPs minimize taxes while boosting after-tax returns for selling shareholders.
    • Attract & Retain Talent: Understand how ESOPs foster employee loyalty, enhance productivity, and drive long-term growth.
    • Valuation & Financing Insights: Learn how ESOP valuations are conducted and discover flexible financing structures that support your business goals.

Why 2025 is the Year to Explore ESOPs

With increasing focus on equitable business practices, tax-efficient growth, and employee empowerment, ESOPs have never been more relevant. Research shows that ESOP-owned companies consistently outperform their peers in growth, profitability, and employee satisfaction—key factors in staying competitive in today’s economy.

This webinar is ideal for business owners, CFOs, HR leaders, and advisors seeking actionable strategies to adapt and succeed in 2025’s evolving marketplace.This engaging 90-minute webinar will highlight how ESOPs can empower businesses to thrive in 2025 and beyond, providing insights tailored to this year’s unique challenges and opportunities.

Reserve Your Spot Today

Don’t miss this opportunity to discover how ESOPs can align your business goals with the needs of employees and stakeholders.

10:00AM – 11:30AM PT
11:00AM – 12:30PM MT
12:00PM – 1:30PM CT
1:00PM – 2:30PM ET

READY FOR AN ESOP NOW?

Interested in finding out how an ESOP could work for your company?

For a free preliminary analysis, just fill out our ESOP Feasibility Questionnaire.

Related Articles