The ESOP Association/Indiana Chapter Annual ESOP Conference

Date:March 4, 2015
Location: Ritz Charles
12156 N. Meridian Street
Carmel, IN 46032

The ESOP Association is the largest employer-sponsored advocacy and education association focused on retirement savings in America, with 18 local chapters, serving approximately 2,800 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs and companies considering the implementation of an ESOP.

Andy Manchir of KSM's ESOP Services Group will co-present on the GreatBanc DOL Settlement, which created guidance for future ESOP transactions. The settlement concluded with a formal Fidu­ciary Process Agreement for Employer Stock Transactions -- a playbook on how a fiduciary can meet the fiduciary duty requirements of ERISA for closing an ESOP transaction. The goal for the session is to review and discuss the settlement outcome as it relates to ESOP transactions and ESOP valuations generally. 

KSM is an event sponsor.

For more information or to register, visit the conference website.