May 8Mini-cast 81: The DoL and Wilmington Trust SettlementThe Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,
Apr 22109: Internal & External Trustees RevisitedAs the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in
Apr 11Mini-cast 77: Bankruptcy & ESOP Participants When an ESOP company files for bankruptcy, ESOP participants are at risk of losing everything because they are, at most, unsecured creditors
Apr 8107: Tom Roback - Plan Administration & COVID-19A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...
Mar 3103: ICYMI - ESOP Basics: Plan Design & AdminWe spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to
Feb 7Mini-cast 69: ESOP Participants and Plan InformationESOP companies must provide participants (including current and former employees) certain information including an annual account statement
Feb 599: CapEx, Real Estate, and ESOP Share PriceWe look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...
Nov 5, 201990: Seth Webber & Robust ForecastingInaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage
Oct 4, 2019Mini-cast 54: Examining Leases and ESOP Valuations; and What Does it Mean to Act Like an Owner? We explain how a trustee ensures a company pays fair rent; and we continue our look at what it means to #ActLikeAnOwner.
Aug 30, 2019Mini-cast 49: Who Controls an ESOP, Anyway?Bret Keisling discusses control of an ESOP company from the perspective of the employee owner, with simple practical examples.
Jul 2, 2019ESOP Summer School 2: Jeff Gelburd of Murray Securus on ESOPs, Fiduciary Insurance & Cyber InsuranceESOP Summer School is in session with Jeff Gelburd, Vice President, ESOP Program Manager at Murray Securus.
Jun 5, 201978: Third Party Administration and an Author InterviewNationally recognized ESOP leader Tom Roback, CEP, QKA, of Blue Ridge ESOP Associates discuss ESOP Third Party Administration and Recordkeep
May 22, 201976: Non-Qualified Deferred Compensation and WarrantsIn today’s episode, we share a recording of Rich Heeter of Capital Trustees, Robert Hilton of South Park Advisors, and Kathleen Weber of ...
May 14, 201975: Business Valuation and Succession PlanningIn this episode we talk with Rob Snowden, ASA, ABV, of South Park Advisors [southparkval.com]. We sat down with Rob in April at the Natio...
Apr 30, 201973: A Deep Dive on ESOP ValuationIn this episode, we sit down at #NCEO19 with Nickolas N. Sypniewski, ASA, of Comstock Advisors (www.comstockadvisors.com) for a deep dive...
Apr 23, 201972: Tax-Free ESOP TransactionsAt #NCEO19, we sat down with Bruce Bickley, CPA, of 1042 Consulting. He takes a fiduciary approach to assist a company in selling to an E...
Mar 12, 201966: Pennsylvania Center for Employee Ownership On today's podcast, we welcome back Kevin McPhillips, Executive Director/CEO of the Pennsylvania Center for Employee Ownership (PaCEO - ow...
Mar 5, 201965: The Importance of External TrusteesAt the 2019 #ESOPPros Conference, The ESOP Podcast sat down with Kjersti Cory, Senior Vice President at 100% employee owned GreatBanc Tru...
Jan 15, 201958: Robust Forecasting for ESOPsThe number one issue that the Department of Labor has been emphasizing to ESOP trustees recently is the importance of robust forecasting....
Jan 8, 201957: ESOP Roundtable with Devine Millimet and BerryDunnThis episode's roundtable was hosted by Devine Millimet [www.devinemillimet.com] at their offices in Manchester, New Hampshire. Bret Keis...
