Considerations When Preparing for Your Annual ESOP Valuation

While your annual valuation is an important administrative task, it is the right time to reflect on last year’s performance as well as the company’s future outlook. It is also an excellent time to discuss any questions or concerns you may have with regards to your plan and how participants will be impacted in the future. David Diehl and Richard Shuma will discuss items to consider when preparing for your 2019 ESOP valuation update.

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The Team

Meet the Presenters

David DiehlCFA

Chief Executive Officer

Richard Shuma

Managing Director

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