Are You Ready for Year-End?

Whether your ESOP plan year-end corresponds to the calendar year or not, you should always have a checklist ready!

Mychelle and Kelly, two of our ESOP Administrators with more than two decades of plan administration experience between them, give you some best practices and cover a range of topics, including:

• Form 1099R tips and explanations
• Form 945 tips & explanations
• Required Minimum Distributions
• Form 8955-SSA
• Partial Plan Terminations

Presented by Mychelle Holloway, Principal & Senior ESOP Administrator and Kelly Irizarry, ESOP Administrator