71: ESOP Basics: Focus on Plan Design and Administration


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!”


Listen to this episode on Soundcloud.