FIDUCIARY SERVICES, INC.
A Registered Investment Adviser
DANIEL M. RESER, JD, CCTS
President, Investment Counsel
(415) 482-9513 Phone
(415) 276-1736 Fax
(310) 968-7022 Mobile
dreser[at]fiservinc.com
www.fiservinc.com
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.
(Requires Microsoft PowerPoint to run.)