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John Stone
Senior Consultant @Usi Consulting Group
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WORK HISTORY
Senior Consultant @Usi Consulting Group
Nashville, TN, US
I work primarily with ESOP companies in the area of ESOP and retirement benefits consulting; ESOP repurchase liability issues and consulting; ESOP distribution processing policies and procedures including methods and options; compliance testing for ESOPs and other qualified plans including 401(k) plans and KSOPs.
EDUCATION
University of Wisconsin-Madison
BS, Math, Actuarial Science
University of Wisconsin-La Crosse
Math
ABOUT JOHN STONE
Specialties: ESOP Consulting and Administration; ESOP Repurchase Liability; Retirement…
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