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WEBINAR REPLAY

Don't Do That With Your ESOP: Legal and Fiduciary Issues

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 19, 2015.

About This Meeting

ESOPs benefit employees, sellers, and the organization's bottom line -- in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

You will learn:

Program

Don't Do That With Your ESOP: Legal and Fiduciary Issues
Merri Ash, First Bankers Trust Services

Presenters

Merri E. Ash

presenter photologo

First Bankers Trust Services

Merri has more than 43 years experience in employee benefits services. Her past work experience includes work as a senior trust officer with SunTrust Bank, employee benefits consultant with Wyatt Company, benefits manager with Jonathon Corporation, an ESOP company and team leader and Senior Benefits Consultant with the National Automobile Dealers Association. She is a member of the NCEO, a past chairperson for the administrative advisory committee of The ESOP Association, current board of governors 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.