Fiduciary Compliance in ESOP Transactions

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.