ESOP Best Practices Web Seminar

Session 1 – Introduction

Session 2 – ESOP and Retirement Plan Basics

Session 3 – Basic ESOP Transactions

Session 4 – S Corporation ESOPs

Session 5 – Plan Operation Features: The Four Hurdles

Session 6 – Advanced ESOP Transactions

Session 7 – ESOP Valuation

Session 8 – Corporate Governance

Session 9 – Key Employee Incentive Plans

Session 10 – Administration and Recordkeeping – Six Steps

Session 11 – Special Problem Areas of Administration

Session 12 – Online Administration

Session 13 – Repurchase Liability

Session 14 – Accounting Issues