Sue Ledingham has been immersed in the qualified plan recordkeeping and consulting industry, focusing primarily on the unique technical aspects of employee stock ownership plans for over 35 years. Sue’s depth of knowledge starts with the preliminary feasibility...
Nancy Stern counsels ERISA fiduciaries on the exercise of their duties in the context of a corporate transaction and works closely with other members of our ESOP practice. She helps ESOP companies with transactional issues, corporate governance matters, securities...
Merri Ash is vice president of First Bankers Trust Services. Merri has more than 34 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company,...
Marilyn Marchetti is involved with: Evaluating ESOP transactions independently Accepting employer contributions and collecting income on plan assets Completing participant distributions and providing all the required tax reporting documents to retirees and terminated...
Leslie Kearns is a principal for the firm of R.K. Schaaf Associates, Inc., and also serves as its President. As a qualified plan consultant, she has been actively involved in the retirement benefits industry since 1979. ...
Mr. Greg Brown has written extensively and given many speeches and presentations on employee benefits law topics across the country. He is a leading authority on ESOPs and other forms of employee ownership for both domestic and international employers. Greg Brown's...
As an ESOP advisor, Danielle Montesano is involved in: Buying and selling of plan assets Ensuring that the ESOP loan terms are reasonable and coordinating the scheduled debt service payments Hiring the plan advisors and evaluating their opinions Voting and/or...
I focus on qualified retirement plans (e.g., 401(k), ESOPs, profit-sharing plans, cash balance plans and defined benefit plans) and executive compensation. A significant portion of Ms. Ann Kim’s practice consists of advising clients on Code Section 409A compliance and...
Continued from Fostering Sustainability at ESOPs We usually relate these generational issues to observations found in the history of Westvaco Corporation. By the year 2000, Westvaco was the OLDEST and LONGEST LIVING company to provide consistent dividends to their...
Business Life Cycle: ESOP Sustainability - Succession Shirtsleeves to Shirtsleeves in three Generations By Jack Veale, President, PTCFO, Inc The Business Life Cycle of a company involves not only an internal organization’s evolution, it also involves the company’s...