As an ESOP matures, it's possible that your plan may no longer align with the goals your company initially had when the plan was implemented. In this session, you'll gain valuable tools to: • Identify your current goals and objectives as a mature ESOP. • Assess the status of your plan as it matures. • Explore methods to bring about necessary changes without violating the Code. This session will empower you with the knowledge and strategies needed to effectively adapt your ESOP to meet your current objectives. Don't miss this opportunity to ensure your ESOP remains aligned with your company's evolving needs and goals.
Learning Objectives:
Understand various aspects of a plan that may require amendment to achieve results.
Identify limitations imposed by the Internal Revenue Code on plan amendments.
Understand key changes and how they impact participants' accounts.
Matthew D. Goedert, n/a (he/him/his)
Shareholder N&G Legal Group San Francisco, California