ESOP Best Practices Webinar for Menke Clients

This is a series of On-Demand webinars on ESOP best practices and procedures. Presented by the expert legal and administration staff of Menke & Associates, Inc., these webinars focus on best practices and procedures for determining the feasibility of an ESOP, for designing the best Plan provisions for operating an ESOP, for obtaining ESOP appraisals that will be immune from IRS and DOL challenge, for structuring and closing ESOP transactions so as to obtain the best tax and financial results, and for administering an ESOP so as to provide employees with the best possible incentives and retirement benefits.

Session 1 – Introduction

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Session 2 – Retirement Plan Basics / ESOP Basics

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Session 3 – Basic ESOP Transactions

[arve url=”https://youtu.be/V8QY29nlTFo” /]

Session 4 – S Corporation ESOPs

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Session 5 – Plan Operation Features

[arve url=”https://youtu.be/2XBF163PYhI” /]

Session 6 – Advanced ESOP Transactions

[arve url=”https://youtu.be/k8B2UfdxUGw” /]

Session 7 – Valuation Issues

[arve url=”https://youtu.be/73KIA4HO6Tg” /]

Session 8 – Corporate Governance

[arve url=”https://youtu.be/BfgkRlXUMBQ” /]

Session 9 – Key Employee Incentive Plans

[arve url=”https://youtu.be/8cP2zkc_1f4″ /]

Session 10 – Administration / Recordkeeping

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Session 11 – Special Problem Areas of Administration

[arve url=”https://youtu.be/pDLjcr0B9OY” /]

Session 12 – Online Administration

[arve url=”https://youtu.be/PIFKEPs8RhM” /]

Session 13 – Repurchase Obligation

[arve url=”https://youtu.be/P7k7Gq9x9vk” /]

Session 14 – Accounting Issues

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