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

 

There are no prerequisites or advanced preparation required for this introductory-level session.

Field of Study: Specialized Knowledge

Delivery Method: Group Internet Based

For more information on the types of Continuing Education Credit offered please visit Continuing Education Credits for Meeting and Webinar Attendees.

Presenter(s)

Patrick joined GreatBanc Trust Company in 2001 and is a senior vice president. He has experience in the design and administration of qualified retirement plans, including employee stock ownership plans, defined benefit, 401(k), and 403(b) plans. As business development manager, Patrick is involved in some of the largest ESOP transactions at GreatBanc. He speaks regularly at regional and national conferences and co-authored NCEO publications. Prior to joining GreatBanc, Patrick held positions with national banking and consulting firms.

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