October 2022

ASPPA TPA
ESOP Fables at the ASPPA Annual Conference

On October 23, retirement industry professionals will gather in Washington DC for the annual conference of the American Society of Pension Professionals and Actuaries (ASPPA). Menke Group’s CFO and COO, Trevor Gilmore, will address the meeting on the topic of “ESOP Fables: Succeeding with a Powerful Succession Option”. An Employee Stock Ownership Plan (ESOP) is…

Hawaii ESOP Association
ESOP Updates in Hawaii
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The Hawaiian Chapter of The ESOP Association is holding its first in-person event of the year on October 20 and the Menke Group will be there! Our Senior Corporate Counsel, Victor Alam, will be making two presentations at the conference in Honolulu: Current Issues Facing ESOP Companies Special Administration Issues Rebalancing, Reshuffling, Recycling, Diversification and…