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Retirement Eligibility Survival Guide

March 18, 2020

1:30 - 3:00 PM ET

A deep dive into the many challenges facing issuers with a retirement eligible population.

Event Details

Take a detailed dive into the many challenges facing issuers when it comes to a retirement eligible population. Hear real-life, nitty-gritty examples involving challenges in administration, taxation, financial reporting, and employee engagement, and learn how to avoid potential pitfalls.

  • Neil Birrell, Deloitte Tax LLP
  • Julie Kenia, CEP, Equity Plan Solutions, LLC
  • John Schultz, Alvarez & Marsal Taxand, LLC
  • Robert Slaughter, E*TRADE Financial Corporate Services
Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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