ASPPA Creates ESOP Certificate

The American Society of Pension Professionals & Actuaries (ASPPA) released a new educational certificate, The Employee Stock Ownership Plan (ESOP) Administration Certificate.

“The new ESOP administration certificate was created for retirement plan professionals interested in expanding their knowledge of employee stock ownership plans so they can provide full ESOP administration and consulting services to their clients and become a valuable asset to their employers,” said Kim Szatkowski, ASPPA chief of pension education.

Plan administrators, recordkeepers, consultants and ESOP plan sponsors will benefit from this new program, Szatkowski added.

Course study materials were written by Kevin G. Long, Esq., and Debi Raphael, CPC, of Chang, Ruthenberg & Long PC to serve as the foundation for proper administration of ESOPs.

The ESOP Administration Certificate provides entry to training in ESOP retirement plan administration, and aims to give those who earn the certificate administration skills and knowledge of the intricacies of these plans.

More information is at