Newsletter Article January 2023

What Do ESOP Company Boards Do?

To most employee-owners, the board of directors is a mysterious black box. It’s not at all clear just what it does, what it could do, and even who is on it.
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PUBLICATION

The ESOP Company Board Handbook

A practical, up-to-date guide for board members in ESOP companies that discusses crucial issues and best practices.
PUBLICATION

The Fiduciary's Guide to ESOP Valuation

An innovative book written to teach inside ESOP trustees, company leaders, board members, and others how ESOP valuation works, how control is treated nowadays, how to read and understand a valuation report, and how to select an appraiser.
PUBLICATION

The Inside ESOP Fiduciary Handbook

An essential resource for any inside fiduciary at an ESOP company, this book is meant to provide an overview of life as an inside ESOP fiduciary. It alerts the reader to the key issues, including ESOP basics, fiduciary issues, valuation scenarios fiduciaries may face, working with appraisers, board-trustee interactions, and fiduciary insurance.
Document

Annual board and trustee checklists

These board and trustee checklists can help company boards evaluate an outside trustee, support an inside trustee, and be confident that they have fulfilled their annual obligations with regard to oversight of the trustee.

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