Telescope Log-in  
I need help:

News

ESOP Economics to speak at Las Vegas Annual Conference & Trade Show

Judith Kornfeld, founder and CEO of ESOP Economics, and Tina DiCroce and Ashleigh Newlin, Vice Presidents at ESOP Economics, will be speaking at the ESOP Association’s annual conference and tradeshow which will be held from November 12 – 14, 2014 in Las Vegas, NV.

Judy will be presenting a session titled, “Repurchase Obligation: I Have the Study, Now What Do I Do With It?” which will discuss the importance of understanding a study—its usefulness and its limitations—in order to manage the sustainability of your ESOP.

Tina will be moderating a panel on “Managing Repurchase Obligation through ESOP Plan Design,” which will examine ways to be proactive in reviewing and designing plan provisions and contribution/distribution policies, and how understanding the impact of these decisions on future repurchase obligations will better equip you to manage your obligations over the long-term.

Ashleigh will be moderating a panel on the “Segregation of Terminated Participant Accounts,” which will cover the reasons for and mechanics of account segregation – the conversion of terminated participants’ accounts from employer stock to other investments.

For a full description of the program and registration information, visit http://www.esopassociation.org/meet-learn/meetings/las-vegas-esop-conference-trade-show.

The ESOP Association (TEA) (www.esopassociation.org), founded in 1978, is the largest employer sponsored advocacy and education association focused on retirement savings in America, is a national non-profit membership organization, with 18 local Chapters, serving approximately 2,500 employee stock ownership plan (ESOP) companies, professionals with a commitment to ESOPs, and companies considering the implementation of an ESOP. The Association’s focus is on preserving and promoting employee stock ownership through the ESOP structure. Enhancing laws before Congress and regulatory agencies that govern ESOPs and providing its members with expert educational ESOP programming and information are its main concentrations.

Founded in 1993, ESOP Economics has worked with hundreds of ESOP companies of all sizes and stages and in a broad range of industries to forecast ESOP repurchase obligations, identify and analyze strategies for managing and funding them, and helping to plan for issues related to the long-term sustainability of ESOPs. In addition to providing ESOP repurchase obligation forecasting, consulting, and sustainability analyses, ESOP Economics offers its proprietary Telescope™ software to ESOP companies who want to do their own forecasting.

ESOP Economics can be reached by phone at 215-606-3600 or by email at info@esopeconomics.com.