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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?
Merri E. Ash
First Bankers Trust Services
Merri is the senior vice president at First Bankers Trust Services, Inc. Merri has more than 40 years' experience in employee benefits services. She is a past chairperson for the administrative advisory committee of the ESOP Association, former board member for the national ESOP Association and current board of trustees member for the Employee Ownership Foundation. Merri has been with First Bankers since 2002.