Internal Directors and Trustees have unique challenges in managing their ESOP trust. This program will cover the issues of succession as an ERISA fiduciary. Who are ESOP Fiduciaries? Who is Responsible for Their Selection? Managing Board Succession Managing Trustee Succession Case Studies
Learning Objectives:
Identify ESOP Fiduciaries and the parties responsible for ensuring their selection and retention.
Understand how to plan for the succession of ESOP Fiduciaries, including Monitoring Board members and Trustees.
Appreciate the challenges in managing the process using checklists and other tools for monitoring and measuring performance.
Jack Veale, MBA (he/him/his)
Founder ESOPMarketplace.com, ESOPTraining.com, PTCFO.com West Hartford, CT