Not all ESOP distributions fall into the Retirement, Death, Disability or Termination of Employment categories. Join us as we discuss the less common distribution scenarios such as RMDs, diversifications, QDROs, one-time distribution windows, and more. NCEO Article: Changing the Form and Timing of ESOP Distributions
Learning Objectives:
Identify regulations that may accelerate the timing of distributions for terminated participants.
Know how to process payments when several distribution policy considerations apply in a given year.
Gain a better understanding of how regulations and the distribution policy coexist.
