DYNAMIC DISTRIBUTION STRATEGIES
Financial hardship wrought by the economic downturn adds considerable importance to ESOP-owned organizations’ approach to distributions. Participants and beneficiaries remain entitled to distributions, but new questions are raised as to the manner in which they are paid. This session will explore the nuances associated with distribution issues, such as:
Plan language and how best to avoid liability under ERISA
Distributions options available to the organizations and their trustees
Sequencing and management of in-progress and upcoming distributions
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