Fiduciary Issues

October 18, 2018
NCEO Seminar: “Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans”
Memphis, TN

James G. Steiker, President and CEO of SES ESOP Strategies, spoke on Fiduciary Issues at “Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans,” a seminar held by the National Center for Employee Ownership (NCEO) on October 18, 2018, in Memphis, TN.

The session focused on  ESOP fiduciary obligations and related ongoing issues, the role of and decisions made by a typical trustee, election of board members and the role of a Board of Directors.

View full presentation here.

Jim is a corporate, pension and tax attorney and financial advisor with more than 30 years of experience in ESOPs and other employee ownership matters. He focuses his practice primarily on ESOP design, transactions and compliance in entrepreneurial companies.

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James G. Steiker