Speakers

Pete Shuler

Partner / Crowe LLP

Pete is a partner of Crowe Horwath LLP, and has more than 20 years of experience administering and consulting on ESOPs and other qualified retirement plans. He manages the administration of over 525 ESOPs; consults with companies considering ESOP transactions; performs feasibility studies; consults on the termination and merger of ESOPs; forecasts the impact of new legislation on the compliance and operation of ESOPs; and coordinates and reviews repurchase liability studies.

Sessions

ESOP Distribution Policies and Practices