2016 Indiana Chapter Annual Spring ESOP Conference

Date:March 8, 2016
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 and Process Agreement served to highlight the critical role of financial projections in 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 provide an overview of this topic for both new ESOP transactions and / or existing ESOP companies. 

Jim Nestor KSM's director of Human Resources will co-lead a provocative presentation that will look at how social and market norms impact the message and employee engagement. The topic ma­terials will challenge some traditional ways of how and what information is presented and provide insight on how to clearly communicate important ESOP information and engage employee owners.

KSM is an event sponsor.

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