On March 25, 2019, at The ESOP Association New England Chapter Spring Conference, Jon Williams of Blue Ridge ESOP Associates (www.blueridgeesop.com), Bret Keisling, and Mary McCooe of Maselan & Jones (www.maselanjones.com/) 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!”