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.