Fiduciary Compliance in ESOP Transactions

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.