Overview
Allison Wilkerson will present a National Center for Employee Ownership (NCEO) webinar discussing the lifecycle of an ESOP transaction on Tuesday, May 14. This session will focus on the various benchmarks that may occur during a transaction – from engagement of providers through closing – and emphasize effective approaches to meeting appropriate requirements during each step. The session will also discuss further developments in case law and the regulatory process that provide lessons to be taken away to strengthen a transaction process in this highly regulated area of employee benefits.
Learning objectives:
- Understand the options for staffing a deal team and the role each member may play in implementing a successful ESOP ownership structure
- Understand evolving case law and lessons provided for fiduciaries considering an ESOP transaction
- Review interaction between the parties to a transaction that may assist in creating a robust record leading to the implementation (or conclusion of a second state event) for an ESOP
