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To view our archived webinars—which cover a range of basic and advanced topics about business succession planning, ESOPs and 401(k) plans—please complete this brief form:

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ESOP Administration: Everything You Need to Know for Your Plan Year End

Presenters: Jane Rogers & Karen Hurley, Senior Plan Administrators - SES Advisors, Inc.

Moderator: Bob Massengill, President - SES Advisors, Inc.

Description: Jane Rogers & Karen Hurley discuss what is involved in the annual administration of your ESOP, including what you should know as the Plan Sponsor when preparing for and reviewing your annual ESOP allocation. In addition, we review specific items in the plan administration process relating to plan eligibility, allocation to participant accounts, distributions, compliance testing, and plan reporting and disclosure.

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