SPEAKING ENGAGEMENT
Fiduciary Compliance in ESOP Transactions
Webinar
May 22, 2018
Event details
May 22, 2018
This event is in the past. See recordings and other materials from this event below.
Partner Erin Turley will be speaking in an upcoming Strafford live webinar, ‘Fiduciary Compliance in ESOP Transactions: Recent DOL Settlement Agreements.’
The webinar will discuss a number of crucial issues, including:
- Recognizing DOL standards for fiduciaries in ESOP transactions from the GBTC settlement agreement
- Understanding the necessary policies and procedures to be followed by trustees or other fiduciaries of ESOPs
- Selecting a valuation advisor and recognizing the requirements and procedures the adviser must follow
- Proper documentation of valuation reports and transaction agreements
- Critical steps during the fiduciary review process and avoiding litigation
The presentation will be followed by a live question and answer session with participants.
