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 our archives for a deep look at design and admin with Jon Williams of Blue Ridge ESOP Associates, Mary McCooe of Maselan & Jones, and Bret Keisling.


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The ESOP Podcast is licensed under a CC BY-NC-ND Creative Commons License.


You can find the full, original version of this episodes in our archives at Episode 71: ESOP Basics: Focus on Plan Design and Administration, originally released on April 16, 2019.

Episode 103 Notes


On March 25, 2019, at The ESOP Association New England Chapter Spring Conference, Jon Williams of Blue Ridge ESOP Associates, Bret Keisling, and Mary McCooe of Maselan & Jones presented on ESOP Basics: Focus on Plan Design and Administration (originally listed in the program as “ESOP 101”.)


From the conference program: “Are you new to this whole ESOP thing? Are you a first-time conference attendee? Could you use a refresher course to learn more about the basics? If you answered yes to any of these, then this is the session for you!! You will leave this session with a better understanding of how an ESOP works, why ESOP companies are so great, and what you can do to make yours better! No question is too basic!”


We'd love to hear from you! To contact us, find us on Facebook at KEISOP, LLC and on Twitter @ESOPPodcast. To reach Bret, with one "T", email Bret@KEISOP.com, on LinkedIn at Bret Keisling, and most actively on Twitter at @EO_Bret. Again, that's one "T". This podcast has been produced by The KEISOP Group, technical assistance provided by Third Circle, Inc. and BitsyPlus Design. Original music composed by Max Keisling, archival podcast material edited and produced by Brian Keisling..


Standard Disclaimer: The views expressed herein are my own and don't represent those of my own firms or the organizations to which I belong. Nothing in the podcast should be construed as guidance or advice of any kind in any field and the fact that I mentioned an organizational website or an advocate or a company on a podcast does not reflect an endorsement, but if you've heard your name or your group's name mentioned on this podcast, I'd love to have you come on and talk about it yourself.

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