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ESOP Economics to speak at ESOP Association Annual Conference in Washington D.C.

Tina DiCroce and Ashleigh Newlin, Directors at ESOP Economics, will be speaking at the ESOP Association’s annual conference which will be held May 18 – 20, 2016, in Washington, D.C.

Tina will be presenting a session titled, “Share Repurchase and Plan Administration Strategies for Sustainability and Growth.” This session will provide a framework within which board members and trustees can better understand how ESOP design and repurchase policy can impact employee benefit levels, recruiting, retention, and more. Issues such as the role of the trustee, board of directors, and management with respect to the ESOP repurchase obligation, and how different distribution and share repurchase strategies impact corporate strategy, business objectives, and share valuation, will be discussed.

Ashleigh will be presenting a session on “Special ESOP Administration Issues:  Diversification, Reshuffling & Rebalancing,” which will explore issues associated with diversification and two increasingly popular plan design features – former employee account segregation and rebalancing.  

For more information about the conference, including registration information, visit

The ESOP Association (TEA) (, 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