The ESOP Association: Indiana Chapter Spring Conference

KSM’s Andy Manchir will take part in a panel discussion at The ESOP Association’s Indiana Chapter Spring Conference titled “The Financial Impact of ESOP Plan Designs.” Taking place March 8, 2022 in Carmel, IN, this session will explore the many nuances of ESOP plan design. Manchir will join Alex Mounts of Krieg DeVault and Shawwn Storms of Fiduciary Trustee Services to discuss setting up an initial ESOP plan, making changes to an existing plan, and the potential current and future tax and valuation impact to any plan modifications.

Additional conference topics include:

• Assessing the feasibility of an ESOP
• Challenging distribution issues
• How to engage and train virtual employees
• Best practices for recruiting new employees into an ESOP culture