EP42 - Third Party Administrator's role in the ESOP ...discussion. With Carla Klingler at Blue Ridge and Associates.
In this episode Carla and I discuss the planning needed for a company on a journey to an esop dealing with 404, 415, and 409(p) requirements, limitations and application of the rules to make sure your company is ESOP feasible. Carla has a really cool background - and actually worked with Louis Kelso economist who is notably the inventor and founder of ESOPs.
