Salt Lake City :: September 17–18, 2019 (preconference on September 16)

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Administrative Timeline
(Concurrent Sessions 9)

Wednesday, September 18 :: 11:25–12:10
What do you need to keep track of and when?

Presenter

Renee Stadtmueller

presenter photo

Blue Ridge ESOP Associates

Renee has more than 20 years of experience providing administration and consulting advice to ESOP clients. Renee is a speaker on ESOP administration topics for both the NCEO and the ESOP Association. She works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, compliance, and operation. She is a member of the NCEO, the ESOP Association, and ASPPA. She has served as a chairperson for ASPPA's education and examination ESOP certificate subcommittee and is currently a member of the ESOP Association's administrative advisory committee.