ESOP Consultant / Swerdlin & Company
Vicki is a Certified Pension Consultant (CPC), Qualified Plan Administrator (QPA) and Certified Public Accountant with 20+ years of ESOP and ERISA experience. She has an extensive working knowledge in the oversight and operations of ESOPS, including compliance testing, audit assistance, accounting and reporting.
Vicki is a member of the ESOP Association and the National Center of Employee Ownership.
Sessions
Synthetic Equity and Its Impact on the 409(p) Test