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WEBINAR REPLAY

Protecting Your ESOP Fiduciary

NCEO Webinar replays are the recorded version of our live Webinars, using PowerPoint presentations viewed online. To purchase a twelve-month subscription providing unlimited access to all recorded Webinars, including this one, follow this link. (Replays are not available for individual purchase.) Please contact our Colleen Kearney at 510-208-1311 or ckearney@nceo.org for additional information.

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.

Program

Protecting Your ESOP Fiduciary
Michael Conger, Hannah DeLuca, and Lisa Weixelman, Polsinelli PC

Presenters

Michael V. Conger

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Polsinelli

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 DeLuca

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Polsinelli

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 Weixelman

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Polsinelli

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.