What You Need to Know as an Internal ESOP Fiduciary

Prerecorded Webinar

As an internal ESOP fiduciary, you have substantial legal responsibilities. This Webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits, and how best to understand and work with appraisers.

Program

	Duties and Responsibilities of an Internal ESOP Fiduciary Paul D. Trost, North Star Trust Company
	Valuation and the Internal Trustee Terry Treemarcki, Houlihan Lokey
	Compliance Issues, Investigations, Audits, and Litigation Mark Bogart, Vedder Price
	Questions and Answers
	Adjourn

Webinar Format

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations broadcast over the internet. You will receive a link to replay the webinar whenever and as often as you wish. For a list of our other Webinar replays, see our meeting list.

Fee Information

$50 for NCEO members, $75 for nonmembers. Your registration gives you access to unlimited replays while this version of the seminar is online. If you are not an NCEO member but join now ($90 for 1 year), you will receive the member rate.

How to Purchase

Purchase online using our order form (recommended), or
Telephone us at 510-208-1300 with your credit card in hand.

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