Morgan Lewis ESOP partners will present at The ESOP Association’s Las Vegas Conference and Trade Show 2016.
November 10, 2016 | 1:15–2:30 pm
Ideal ESOP Structures for Making Acquisitions and Raising Capital
Moderator: John Kober
Does your ESOP Company's strategic plan call for acquisitions or other significant investments that may require outside capital? Our experts will discuss how ESOP owned companies can reorganize their capital structure to more effectively allow for outside capital and use its existing equity as acquisition currency, while still preserving the tax-efficient ESOP structure.
November 11, 2016 | 3:00–3:50 pm
Oops, We Made a Mistake
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?