Not all ESOP distributions fit into standard categories. Join us for a workshop that tackles these less common distribution scenarios: • What happens when a former employee reaches normal retirement age after leaving the company? • How do you handle distributions for participants deemed disabled by the Social Security Administration with retroactive disability status? • Understanding Required Minimum Distributions (RMDs), diversifications, and Qualified Domestic Relations Orders (QDROs) in ESOPs. This session will clarify how to process these "less than usual" distributions, ensuring that you have the knowledge and tools to handle complex ESOP distribution scenarios effectively. Don't miss out on this opportunity to enhance your understanding of ESOP distribution procedures.
Learning Objectives:
Identify regulations that may accelerate the timing of distributions for terminated participants.
How to process payouts when several distribution policy considerations apply in a given year.
Better understanding of how regulations and the distribution policy co-exit.