Jeff Cairns to Present at Midwest Regional ESOP Conference 2015

Speaking Engagement

Jeff Cairns will present "Re-Balance, Re-Shuffle, Re-Purchase" at the Midwest Regional ESOP Conference 2015. The conference runs September 10-11, 2015 at the Radisson Blu, Mall of America in Bloomington, Minnesota.

For many employee stock ownership plans (ESOPs), especially mature ESOPs, striking a balance between the need to get cash into the ESOP and not exacerbating the “haves and have-nots” problem requires creative solutions, within the bounds of what is permitted by the law and the regulators. Jeff’s presentation will explore the alternatives available, including re-balancing and re-shuffling, distributing stock for immediate purchase and making S distributions.

Jeff advises employers on ERISA and employee benefit matters, including qualified and nonqualified pension and profit sharing plans, ESOPs, welfare and fringe benefit plans. Jeff is a certified public accountant and also provides tax and compensation planning advice for owners of closely held businesses and for executives of public and private companies. He provides technical support to insurance and financial advisors and consultants, and third-party administrators of pension and welfare plans.

For more details about the event, visit The ESOP Association’s website.

Related Capabilities

Event Contact

Jeanne Kaufmann
Events Specialist

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