Morgan Lewis ESOP partners will present at The ESOP Association’s Las Vegas Conference and Trade Show 2015.
Thursday, November 12, 2015
How Does an ESOP Company Raise Capital? | 1:15– 2:30 pm
Moderator: John Kober
Our experts will use case studies illustrating different ways for an ESOP company to raise third party capital, while still preserving the tax-efficient ESOP structure, and also addressing the types of situations/opportunities that are attractive to the various types of investors (senior debt, sub debt, unitraunche and equity investors, etc.).
Friday, November 13, 2015
Oops, We Made a Mistake! | 10:30–11:45 am
Presenter: Brian Hector
You’ve found a mistake in your plan document, plan administration, or an action taken by an ERISA fiduciary. What voluntary correction programs do the IRS and DOL provide to make corrections? Why and when should you use them? What are EPCRS, VCP, SCP, Audit CAP, VFCP, DFVCP, and EPVCA? What do they cover; and what don’t they cover? Any new developments?
Insurance and Indemnification | 3:00–3:50 pm
Presenter: Deborah Davidson
This session will present an overview of insurance policies available for ESOP and corporate fiduciaries. Topics addressed will include: types of coverage, amounts of coverage, deductibles and retentions, policy terms to look for, and how one type of insurance coverage can affect another. Indemnification of ESOP and corporate fiduciaries also will be discussed.