Role of Fiduciary

A Presentation Regarding the Role of an ESOP Trustee or Fiduciary

This file presentation outlines the role, risks and responsibilities of an ESOP plan trustee or fiduciary. It also compares the different types of fiduciaries including independent vs. non-independent.

Click here to download ESOP Fiduciary presentation. Simply use left mouse clicks to advance pages.

Phone: (415) 482-9513
Mobile: (310) 968-7022
Fax: (415) 276-1736

FIDUCIARY SERVICES, INC.
A Registered Investment Adviser

DANIEL M. RESER, JD, CCTS
President, Investment Counsel

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FIDUCIARY SERVICES INC.
A Registered Investment Advisor
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