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Effective ESOP Administrative Committees

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This replay was recorded on March 27, 2018.

About This Meeting

ESOP Administrative Committees can play a variety of roles. Most commonly, they either a) are the fiduciary or b) direct the fiduciary. In both cases, they also make sure that plan administration is properly handled. This Webinar will look at who should be on it for how long? What kinds of information should they gather? How should they communicate with employees? If they are directing a trustee, how can they make that interaction most useful? What are some examples of don;t do that's administrative committees have stubbed their toes on? This session provides a checklist for the duties for these approaches and looks at the fiduciary duties they need to understand.

You will learn:


Lindy D. Ireland

presenter photologo

BCC Advisers

Lindy Ireland is vice president and shareholder at BCC Advisers, providing valuation services and consulting to ESOPs and those exploring employee ownership. With over 25 years of experience in financial compliance, planning and analytical roles, her practice includes annual valuations, ESOP transactions, fairness opinions and consulting.