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Las Vegas ESOP Association Conference

  
  
  

It's hard to believe this year's ESOP Association Las Vegas Conference is almost upon us. The two-day conference begins next Thursday and is jam-packed with informative ESOP sessions. I will be presenting ESOPs in Challenging Economic Times: Valuation & Communication Issues on Friday from 2 – 3:15:

ESOPs in Challenging Economic Times: Valuation & Communication Issues

The recent volatility experienced in the public markets along with a general lack of short-term visibility for many ESOP companies has resulted in ESOP trustees and company management inquiring about (1) the impact such factors have on private ESOP company valuations, and (2) how they should communicate with their ESOP participants during these challenging economic times. This session will address how ESOP valuations could be impacted by the current economic conditions, and explore issues that companies face in communicating business information during these challenging times.

Andrew S Ward, Stout Risius Ross, Inc.
Aaron J. Juckett, ESOP Insourcing LLC

In addition to gaining lots of valuable information, the conference is a great time 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.

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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