PPT-ESOP Fiduciary Responsibility for Value Determination

Gregory E Kniesel ASA Managing Director Value Management Inc 770 262 7259 gekvaluemanagementinccom Emily Rickard Associate McDermott Will amp Emery LLP 202 756 8370 Erickardmwecom. g executor or administrator Printed Name . Duane R. Thompson, AIFA®. Senior Policy Analyst, fi360. Session Overview . The fiduciary standard exists for the benefit of society, professionals, and, most importantly, the individuals who rely upon fiduciaries. . Sixth Annual ESOP U Conference. August 15 - 16, 2013. Carolinas Chapter- Pinehurst Resort. Susan . Petrinena. and Ed Llano Nancy Mills-Smith. Swerdlin & Company K2 Solutions. Employee Stock Ownership Plans (“ESOPs”). Presented by . Paige A. Ryan, ESOP Services, Inc.. © ESOP Services Inc. 2014. agenda. Why ESOPs?. What is an ESOP?. ESOP history and facts. ESOP mechanics. Workshop 20. Presented . by. Lee . I. . Swerdlin. Swerdlin. & Company . James C. Paul. Paul Benefits Law Corp. . W. . Waldan. Lloyd. Callister . Nebeker. & McCullough. INTRODUCTION. 3. WHY HAVE AN ESOP?. :. THE ZELL-TRIBUNE TRANSACTION AND OTHER USES OF LEVERAGED ESOPS BY PRIVATE EQUITY AND MEZZANINE FUNDS. April 29, 2008. Edwin G. Schuck, Jr.. Chair, California Corporate & Tax Practices. 500 So. Grand Avenue, 19. Presented By. : . DANIEL N. JANICH. Holifield. . Janich . & Associates, PLLC. 20 North . Wacker. Drive, Suite 4200. Chicago, IL 60606. djanich@holifieldlaw.com. Telphone. : (312) 332-4222. Fax: (865) 566-0119. Presented by:. Jeffrey Levine, CPA/PFS, CFP. ®. , CWS. ®. , MSA. Chief Retirement Strategist, Director of Retirement Education. Ed Slott and Company, LLC. Prohibited Transactions Overview. What makes the word . An ERISA Primer for Defined Contribution Plan Sponsors. Dan Notto. , ERISA Strategist, Retirement Solutions, J.P. Morgan Asset Management. What is ERISA?. ERISA is the acronym for the Employee Retirement Income Security Act of 1974. . SYFTET. Göteborgs universitet ska skapa en modern, lättanvänd och . effektiv webbmiljö med fokus på användarnas förväntningar.. 1. ETT UNIVERSITET – EN GEMENSAM WEBB. Innehåll som är intressant för de prioriterade målgrupperna samlas på ett ställe till exempel:. EMPLOYEE STOCK OPTIONS. Employee Stock Option Plans/Equity Incentive Plans (commonly referred to as ESOPs) are one of the most important tools to attract, encourage and retain Employees. . It . is the mechanism by which employees . February 25, 2015 . CIEBA. A brief history of . ERISA:. Statute enacted September 2, 1974 in response to Congressional concern . over . mismanagement and misappropriation of . funds.. Statute applies only to employee benefit plans of private employers and employee organizations.. ABAR. . Tabitha . Croscut. , Esq. . Dawn . Goestenkors. Agenda.  . ESOP Transaction . Timeline. Parties . involved in an ESOP Transaction. Trustee Role . Financial Advisor Role. Fairness Opinion Considerations. Presented by: . Mark R. Kossow, Schatz Brown Glassman . Kossow, LLP. Peter Aliferis, Pendo Advisors, . LLC. Richard A. . Heeter. , Capital Trustees, LLC. Introduction. S Corporations are a very common type of entity for closely-held businesses.