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WEBINAR REPLAY

Effective ESOP Administrative Committees

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This replay was recorded on March 21, 2017.

About This Meeting

ESOP Administrative Committees can play a variety of roles. Most commonly, they either a) are the fiduciary or b) direct the fiduciary. In both cases, they also make sure that plan administration is properly handled. This Webinar will look at who should be on it for how long? What kinds of information should they gather? How should they communicate with employees? If they are directing a trustee, how can they make that interaction most useful? What are some examples of don;t do that's administrative committees have stubbed their toes on? This session provides a checklist for the duties for these approaches and looks at the fiduciary duties they need to understand.

You will learn:

Program

Michael Coffey
Corporate Capital Resources LLC

Presenters

Michael Coffey

presenter photo

Corporate Capital Resources, LLC

Michael is the president of Corporate Capital Resources, LLC. Michael leads the consulting team designing stock transaction and executive compensation strategies around ESOP programs for private corporations. He received his undergraduate and graduate training at the University of Virginia. Since leaving his position with the CIA in the 1980s, he has been an active consultant, author, and speaker in the ESOP community for more than 25 years.