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Thought Leadership

Speaker, "We Did What? Correcting Plan Failures," National Center for Employee Ownership (NCEO) Employee Ownership Conference

 
Speaking Engagements

Alan Kandel will present "We Did What? Correcting Plan Failures," at the National Center for Employee Ownership (NCEO) Employee Ownership Conference on Tuesday, April 26, 2022.

ESOPs are complex, and mistakes inevitably happen, but the impact of those mistakes can be reduced or eliminated through the wise, well-informed use of correction programs. The session reviews the types of errors that occur with ESOPs and outlines the various correction programs offered by the IRS and DOL. The discussion will include recent updates to the IRS correction programs.

Learning Objectives:

  1. Building awareness of the various IRS and DOL correction programs.
  2. Understanding which correction programs are appropriate for which ESOP failures.
  3. Understanding how to navigate the different correction programs for a successful outcome.

For more information about this presentation, see the NCEO Employee Ownership Conference website.

Professional:

Alan H. Kandel

Partner
 

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