Arlene Ashcraft of Columbia Financial Advisors, Inc. will be speaking at the Midwest Regional ESOP Conference.
September 10 - September 11 - Minneapolis, MN
Thursday, September 10th at 1:30pm: Arlene Ashcraft will be speaking in the following presentation: "Recent Developments in Annual Valuations"
How are annual valuations affected by the DOL Fiduciary Process Agreement and the DOL's proposed reintroduction of the Adequate Consideration Regulation? This panel of an internal ESOP trustee, a valuation advisor and the attorney who negotiated the Fiduciary Process Agreement with the DOL will use a case study to consider the issues in an interactive program.