Tina DiCroce, Director at ESOP Economics, will be speaking at The ESOP Association’s 40th Annual Conference in Washington, D.C., May 11-12, 2017. She will be presenting as part of a panel discussion on Friday afternoon with Karen Ng (Nixon Peabody, LLP) and Barbara Clough (Newport Group) on the topic: “Special Administration Issues – Rebalancing, Reshuffling”.
The presentation will address a common concern of many ESOP companies – too much share value is in the ESOP accounts of terminated participants. The panel will explore two increasingly popular plan design features to keep share value in the hands of current employees: reshuffling (formerly known as segregation) and rebalancing.
The ESOP Association (TEA), founded in 1978, is the largest employer sponsored advocacy and education association focused on retirement savings in America, is a national non-profit membership organization, with 18 local Chapters, serving approximately 2,500 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs, and companies considering the implementation of an ESOP. The Association’s focus is on preserving and promoting employee stock ownership through the ESOP structure. Enhancing laws before Congress and regulatory agencies that govern ESOPs and providing its members with expert educational ESOP programming and information are its main concentrations.
ESOP Economics is a leading expert in ESOP repurchase obligation studies, sustainability analysis, and consulting. Combining our expertise with our industry-leading software, Telescope™, we help companies make educated decisions about their repurchase obligations. For more information, visit www.esopeconomics.com or call 215.606.3600.
For more information and to register for the conference, visit the ESOP Association’s website: www.esopassociation.org.