Speakers

Andy Daly

Partner / Saul Ewing Arnstein & Lehr LLP

Andy is an ESOP lawyer in Minneapolis. He regularly advises clients on ESOP feasibility, plan design and formation, purchases and sales of stock, ongoing administration and compliance, and repurchase obligation. Andy also has extensive experience with 401(k) plans and nonqualified deferred compensation. He draws on his experience as a CPA to help his clients understand the financial challenges involved in the transition to employee ownership and the ongoing administration of ESOPs.

Sessions

Fundamentals of Plan Design