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ESOP Association Conference and Trade Show

Will you be joining us in Las Vegas for The ESOP Association Conference and Trade Show? This year's conference takes place on November 13 & 14 at Caesar's Palace.

On behalf of the entire employee stock ownership plan (ESOP) team from the Principal Financial Group®—we hope to see you there.

Be sure to stop by our booth to speak with key members of our team, plus learn more about the ESOP services provided by The Principal®.

Don't miss presentations from The Principal throughout the event, including:

Pete Prodoehl

Thursday, November 13, 8:40 - 9:55 a.m.
Interdisciplinary Panel on Current ESOP Events
Presented by: Pete Prodoehl

Renee Rettler

Thursday, November 13, 10:15 - 11:30 a.m.
Communicating Ownership to Different Generations
Presented by: Renee Rettler

Joseph Marx

Thursday, November 13, 1:15 - 2:30 p.m.
Review of an Annual ESOP Appraisal
Presented by: Joseph Marx

Kevin Rettler

Thursday, November 13, 2:50 - 3:40 p.m.
How to Properly Handle Distributions, Diversification Elections, Payment of Expenses and Being Ready for an Audit.
Presented by: Kevin Rettler

Joel Davis

Thursday, November 13, 2:50 - 3:40 p.m.
ESOP Distributions: Part 1
Presented by: Joel Davis

Lynn Archer

Thursday, November 13, 2:50 - 3:40 p.m.
Managing Repurchase Obligation through ESOP Plan Design
Presented by: Lynn Archer

Cindy Prodoehl

Thursday, November 13, 2:50 - 3:40 p.m.
Workshop 1: Setting Up a Communications Committee
Presented by: Cindy Prodoehl

Brad Henschen

Thursday, November 13, 4:00 - 4:50 p.m.
IRS & DOL Correction Programs
Presented by: Brad Henschen

Rebecca Hoffman

Friday, November 14, 9:00 - 10:15 a.m.
Diversification & Current Trends, including Mandatory Diversification
Presented by: Rebecca Hoffman

Debra Stoll

Friday, November 14, 3:00 - 3:50 p.m.
Process & Decision Making of Your ESOP Administration Committee
Presented by: Debra Stoll

Insurance products and plan administrative services are provided by Principal Life Insurance Company a member of the Principal Financial Group, (The Principal), Des Moines, IA 50392.

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