Partner SES ESOP Strategies Ft. Lauderdale, Florida, United States
ERISA’s fiduciary duties apply to both external/third party trustees as well as internal employees who serve as ESOP trustees. This session is designed to be a primer to educate internal trustees, as well as corporate officers and board members, on the responsibilities and obligations of ESOP fiduciaries—including not just ESOP trustees, but board members and corporate officers who may also have ERISA fiduciary responsibilities. NCEO Resource: The Inside ESOP Fiduciary Handbook
Learning Objectives:
Understand the fiduciary duties of internally appointed ESOP trustees
Develop an appreciation of ERISA fiduciary duties that board members and officers may be subject to
Determine whether or not internal employees should accept the role of ESOP trustee
.jpg "Robert F. Schatz, n/a (he/him/his) photo")
