Administrative checklist

[dmwe]

Does anyone have, or can point me to, an administrative checklist for Trustees to make sure each year, when it comes time to do the annual recordkeeping and you have the new stock value, that shows all the steps the Trustee should take procedurally to protect themselves in the whole process.

Thanks

[RLL]

Check with The ESOP Association ( http://www.esopassociation.org/ ) and the National Center for Employee Ownership ( http://www.nceo.org/ ) .