Regional Vice President of Sales The Retirement Plan Company
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Compass
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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How to Undertake an ESOP Repurchase Obligation Study (PDF)
ESOP Economics Oct. 24, 2017
"[T]he prospect of 'doing a repurchase obligation study' can be daunting ... [S]everal underlying assumptions must be developed, the calculations are complicated, and making sense of the results can be challenging.... [T]he process of performing a study should include ... Defining the issues ... Gathering data ... Developing assumption ... Modeling a 'base case' forecast ... Analyzing results ... Modeling additional scenarios ... Developing conclusions and presenting result."
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