Protecting Your ESOP Fiduciary
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This replay was recorded on May 5, 2015.
About This Meeting
ESOP fiduciaries are personally liable for any losses suffered by plan participants should there be a legal settlement. Indemnity may provide some limited protection in some jurisdictions, but insurance needs to be the primary source. Learn what to look for in fiduciary insurance to make sure it really covers what you need.
- Does indemnity help?
- What needs to be in your fiduciary insurance policy
- Optional features for fiduciary insurance
|Protecting Your ESOP Fiduciary |
Michael Conger, Hannah DeLuca, and Lisa Weixelman, Polsinelli PC
Michael V. Conger
Michael's 40 years of experience give him an edge in the practice of ESOPs and other employee benefit plans, including executive compensation, making him a nationally-known and respected authority in this area and in high demand. He has consulted with thousands of companies in ESOPs and other retirement plans, both for closely held and publicly traded companies. He is a shareholder in Polsinelli's employee benefits & executive compensation practice.
Hannah works with all types of employers, including government entities, large public companies, and innovative start-ups. She helps clients navigate complicated issues surrounding all types of benefit plans, including ESOPs, defined benefit/defined contribution plans, and executive compensation and equity arrangements. Hannah has experience in 409(p) testing issues, 409A corrections/disputes, and advising in mergers and acquisitions. She is an associate in Polsinelli's employee benefits and executive compensation practice.
Lisa combines her broad background in civil litigation with her in-depth knowledge of the insurance industry to help clients resolve tough insurance issues ranging from risk assessment, contract and policy negotiations, and coverage analysis to claims presentation and litigation. Recognized as a leading lawyer in insurance, her litigation practice focuses on coverage and insurance-related disputes. She is a senior partner in Polsinelli's insurance recovery practice.