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New ESOP Considerations

Administering, Communicating and Governing Your New ESOP

Monday, April 14, 2025
1:00 PM – 4:00 PM MST
Location: 251 ABC
CE: 3.0

Presented By 
CE Type: CLE, CPE, SHRM
In this session, a mix of experienced professionals and ESOP company executives will provide substantive education and insights on important aspects of being an ESOP company. We will discuss ESOP administration and your duties as a plan administrator; governance and other legal issues; and communication and education ideas and best practices. Admission to this session does require additional registration. Please add the preconference pass to your conference registration to gain admission on event day.
NCEO Toolkit: Acquisition Strategies for ESOP Companies
NCEO Resource: Download: ESOP Nuts and Bolts infographic

Learning Objectives:

  1. Learn what is required from the company for the administration of the ESOP.
  2. Know what notices, forms, etc. must be provided to participants and when.
  3. Learn how to bring new employees into the fold with ESOP education.
  4. Understand what works long-term for ESOP communication and education.
  5. Learn what new ESOP companies need to know about communication and education – what, how, and when to communicate.
  6. Understand how governance in an ESOP company works, who is in control, and who has oversight.