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Internal Trustees of ESOPs (PDF)
Utz & Lattan, LLC 
Aug. 25, 2015 86-page presentation outline. Topics include: [1] Sources of ESOP Trustee's Duties; [2] Internal v. External Trustee; [3] Legal Liability of Trustees; [4] Internal Trustee's Interaction with Company's Board of Directors; [5] Valuation of Company Stock; and [6] Payment of Expenses from Plan Assets. MORE >> |
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