Overview
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.
STAY AHEAD OF THE CURVE
Interested in receiving articles on similar topics as they are published? Subscribe for timely email updates or contact us to discuss more…