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
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FIDUCIARY SERVICES, INC.
A Registered Investment Adviser
DANIEL M. RESER, JD, CCTS
President, Investment Counsel