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Sentinel Group
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DWC - The 401(k) Experts
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Strategic Retirement Plan Consultant Retirement Plan Consultants
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MAP Retirement
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BPAS
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MAP Retirement
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Pattison Pension
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Regional Vice President, Sales MAP Retirement
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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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Retirement Relationship Manager MAP Retirement
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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ESOPs and Investing Non-Employer Stock Assets
Conrad Siegel Actuaries 
June 21, 2024 "Effective management of Other Investments within an ESOP is important for protecting participants' financial futures and fulfilling fiduciary duties. Recent litigation further highlights the risks of an overly conservative investment approach and the importance of aligning investment strategies with the best interests of participants." |
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