Fiduciary

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Act Like an Owner
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EO A-Ha Moment

Nov 17

126: David Hincapie Pt. 2 - SBA and Growing EO

We're joined by the SBA’s David Hincapie to share concrete examples of how EO practitioners and advocates can use the SBA to grow EO.

Nov 13

Mini-cast 108: Another EO A-ha Moment - The SBA

Bret Keisling shares a recent EO A-ha Moment, when he realized the amazing potential for EO practitioners & advocates to work with the SBA.

Nov 10

125: David Hincapie Pt. 1 - SBA and EO Funding

David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.

Aug 29

Mini-cast 97: Due Diligence and the USPS

Current USPS controversies examined from the perspective of what an ESOP Trustee would want to understand about recent operational decisions

Aug 18

ESOP Summer School 17: Plan Administration & COVID-19

Tom Roback, CEO of Blue Ridge ESOP Associates joined host Bret Keisling for a look at ESOP Plan administration during the pandemic.

May 8

Mini-cast 81: The DoL and Wilmington Trust Settlement

The Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,

Apr 22

109: Internal & External Trustees Revisited

As the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in

Apr 11

Mini-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 8

107: Tom Roback - Plan Administration & COVID-19

A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...

Mar 3

103: ICYMI - ESOP Basics: Plan Design & Admin

We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to

Feb 7

Mini-cast 69: ESOP Participants and Plan Information

ESOP companies must provide participants (including current and former employees) certain information including an annual account statement

Feb 5

99: CapEx, Real Estate, and ESOP Share Price

We 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, 2019

90: Seth Webber & Robust Forecasting

Inaccurate or non-existent forecasts continue to dominate DoL and civil ESOP cases. Webber explains not just how to forecast, but why manage

Oct 4, 2019

Mini-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, 2019

Mini-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, 2019

ESOP Summer School 2: Jeff Gelburd of Murray Securus on ESOPs, Fiduciary Insurance & Cyber Insurance

ESOP Summer School is in session with Jeff Gelburd, Vice President, ESOP Program Manager at Murray Securus.

Jun 5, 2019

78: Third Party Administration and an Author Interview

Nationally recognized ESOP leader Tom Roback, CEP, QKA, of Blue Ridge ESOP Associates discuss ESOP Third Party Administration and Recordkeep

May 22, 2019

76: Non-Qualified Deferred Compensation and Warrants

In 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, 2019

75: Business Valuation and Succession Planning

In 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, 2019

73: A Deep Dive on ESOP Valuation

In this episode, we sit down at #NCEO19 with Nickolas N. Sypniewski, ASA, of Comstock Advisors (www.comstockadvisors.com) for a deep dive...

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