Sign up now for the September 11-12 Midwest Regional ESOP Conference, “ESOPs Move Us Forward,” sponsored by ESOP Partners. Being held at the Oak Brook Hills Resort in Oak Brook, Illinois, the conference will feature more than 30 breakout sessions and more than 80 speakers.
"This should be one of the best conferences of the year for ESOP companies," said Aaron Juckett, President, ESOP Partners.
Aaron Juckett, along with Vicki Graft, ESOP Consultant with ESOP Partners, will both be part of the expert breakout sessions during the conference:
The Basics of ESOP Governance
Thursday, September 11
In this session, Juckett will explore the composition and roles of the parties involved in the corporate governance process of an ESOP company including the Board of Directors, the Plan Administrator, and ESOP Trustee. The session will also contrast each party’s responsibilities under state law to its duties as a fiduciary under ERISA and will also include a discussion of the conflicts when serving in multiple roles.
Top Administrative Mistakes and How to Correct Them
Friday, September 12
In addition to covering the most common errors that occur in ESOP administration, how they occur and how to correct them, Graft will provide information on how to review the reports from the ESOP administrator for accuracy and correctness, and provide guidance on the appropriate correction methodology (and correction programs available) to use when errors do occur.