ESOP Administration Pitfalls - ESOP Administration
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ESOP Plan Administration Pitfalls

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Two of SES Advisors’ Senior ESOP Plan Administrators tackle some of the most confusing areas of ESOP administration and explain how to avoid falling into trouble. Topics include: synthetic equity & how it affects anti-abuse testing pursuant to IRC Section 409(p); identifying partial plan terminations & the consequences associated with them; when hours are credited for service not worked; explanation of the new Form 5558 and Form 8955-SSA, and associated notice requirements; and what to do when you cannot find a participant with a remaining vested account.Presented by Mychelle Holloway and Karen Hurley, Senior ESOP Administrators – SES Advisors, Inc.

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