Avoiding Inadvertent 409(p) Violations

NOV 09, 2023
ESOP Association Employee Owned 2023 Conference

Greg presented "Avoiding Inadvertent 409(p) Violations," at the ESOP Association Employee Owned 2023 Conference. Attendees learned how to describe what 409(p) requires & covers; understand how deferred compensation warrants & other benefit or financing structures can result in a violation of 409(p); and demonstrate how inadvertent violations can be avoided.