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.
- New Lease Accounting
- Tax impact revisited
- Repurchase obligation and sustainability
- Valuation implications from a trustee perspective
- Current market environment
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