ERISA Services, Inc.
EPIC Retirement Plan Services
Farmer & Betts, Inc.
Nicholas Pension Consultants
RTD Financial Advisors
Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
Plumbers Local Union No. 1 Benefit Funds
Kentucky Trust Company
Retirement Plan Consultants
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
|Best Practices for Fiduciary Review of ESOP Valuations|
Frost Brown Todd LLC
Feb. 5, 2021
"[T]he DOL has entered into a number of 'process agreements' settling specific cases and investigations it has brought against ESOP trustees. These process agreements set out steps those trustees are required to take when selecting a valuation advisor and reviewing that advisor's valuation report."
|Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the link above).|
|An important word about authorship: BenefitsLink® is providing a hypertext link to the item shown above, but is not the author of the item (unless otherwise specified).|