About the Webinar

As an internal ESOP fiduciary, you have substantial legal responsibilities. This webinar will discuss what fiduciaries do, how they can deal with audits and avoid lawsuits.

You will learn:

  • The roles and responsibilities of internal trustees, including lessons from case law and the most common problems
  • Best practices to follow to avoid any legal challenges or audits
Presenter(s)

Merri is senior vice president of the employee benefits group at First Bankers Trust Services, Inc. Merri has 40 years' experience in employee benefits. Her past work experience includes work as a senior trust officer with SunTrust Bank; EB consultant with Wyatt Company; benefits manager with Jonathan Corporation, an ESOP company; and team leader and senior benefits consultant with the National Automobile Dealers Association. She is a past chairperson for the administrative advisory committee of the ESOP Association, former board of governors member for the ESOP Association and board of trustees member for the Employee Ownership Foundation. Merri has been with First Bankers since 2002.

Thank You to Our Sponsors