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Thought Leadership

Speaker, "The Basics of Administration Compliance of ESOPs," Employee Owned 2021 Conference

Speaking Engagements

Alan Kandel will co-present "The Basics of Administration Compliance of ESOPs" at the Employee Owned 2021 Conference on Friday, November 12, 2021.

This session will describe many of the particulars of ESOP administration including the rules pertaining to testing to comply with the Internal Revenue Code, contribution rules, distribution rules, documentation, and other related issues ESOP company personnel should be familiar with on an ongoing basis to comply with the law.

Learning Objectives:  After attending this session, you will be able to:

  1. Describe the ESOP/Tax Code Rules regarding testing and compliance
  2. Describe contribution and distribution rules
  3. Implement proper documentation for ESOPs

For more information about this presentation, see the Employee Owned 2021 Conference program.


Alan H. Kandel