ESOP-Trustees-eBook.pngAn ESOP Trustee serves as the legal shareholder of the shares held by the ESOP Trust and has many responsibilities.  This valuable guide outlines those responsibilities, which are an integral part of the ESOP Corporate Governance process:

  • Satisfy ERISA Fiduciary Responsibilities

  • Engage an Independent ESOP Appraiser

  • Establish the Annual ESOP Stock Price

  • Vote ESOP Shares to Select the Board of Directors

  • Manage Assets of the ESOP Trust

  • Follow Plan Documents

  • Document the Process and much more

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