Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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Who Is a Fiduciary and What Are Their Key Responsibilities?
(Concurrent Sessions 2)

Wednesday, October 3 :: 10:25–11:10
Anyone who causes a decision to made about ESOP assets is a fiduciary. What are board and trustee fiduciary duties, and how do they interact?

Presenter

Merri E. Ash

presenter photo

First Bankers Trust Services

Merri has 40 years experience in employee benefits. Her past work experience includes work as a senior trust officer with SunTrust Bank, EB consultant with Wyatt Company, benefits manager with Jonathon Corporation, an ESOP company and team leader and Sr. benefits consultant with the National Automobile Dealers Association. She is a past chairperson for the administrative advisory committee of The ESOP Association, former board of governors member for the National ESOP Association and board of trustees member for the Employee Ownership Foundation. Merri has been with First Bankers since 2002.
Fall ESOP Forum