Blog Posts

Current Articles | RSS Feed RSS Feed

The Ownership Culture Check-Up at the Chicago Marriott Oak Brook Hotel

  
  
  

I will be presenting The Ownership Culture Check-Up on Thursday, March 4 at the Chicago Marriott Oak Brook Hotel as part of the Illinois ESOP Chapter Annual Conference: The Past, Present and Future of ESOP's:

THE OWNERSHIP CULTURE CHECK-UP

How does your ownership culture rate? Whether you are just starting to build an ownership culture or you have an ESOP communications committee and a fully engaged team, this session will evaluate and measure where you are at and identify action items to take your ownership culture to the next level.

Tony Lessmeister from Forsythe Technologies will also be presenting as part of a one-day, three-track conference. In addition to gaining lots of valuable information, state chapter events offer a great opportunity to network with other ESOP companies and advisors. If you see me at the conference, I hope you will stop by and say hello. Please send me an email and let me know if you will be attending so I can look for you.

Join Me on the Blog

Your email:

Follow Us

esop-feasibility-annalysis-button-small

2012 IRS Pension Plan Limits

401(k) Deferral Limit - $17,000

Annual Additions Limit - $50,000

Maximum Compensation Limit - $250,000

Catch-Up Contribution Limit - $5,500

Highly Compensated Employee - $115,000

ESOP 5-Year Distribution Threshold - $1,015,000

ESOP Additional Year Threshold - $200,000

2012 Pension Plan Limits

1989 - 2012 Plan Limits