Fiduciary Compliance in ESOP Transactions | McDermott

Fiduciary Compliance in ESOP Transactions

Überblick


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.

Mehr erfahren

Webinar / McDermott Event / July 1, 2025

Global Antitrust Update | Webinar Series - Summer 2025

Webinar / McDermott Event / March 18, 2025

Global Antitrust Update | Webinar Series - Spring 2025

Webinar / McDermott Webinar / March 18, 2025

Key Takeaways | Credit Conditions: Hybrid Capital Webinar

Webinar / McDermott Event / November 19, 2024

Global Antitrust Update | Webinar Series - Winter 2024

Webinar / McDermott Webinar / October 31, 2024

Key Takeaways | Credit Conditions: Key Debt Market Trends Webinar

Webinar / McDermott Event / September 12, 2024

Global Antitrust Update | Webinar Series - Fall 2024