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ESOP Trustees, Consultants & Advisors
ESOP Trustees in Indianapolis, ILTom is a CPA and former owner of several CPA firms in central Indiana. His experience in independent auditing, valuation review, and mergers & acquisitions serves him well as he discharges his duties as an independent fiduciary and trustee for ESOPs throughout the U.S. Mr. Potts...
ESOP Trustees in Lester, PAMerri has over 40 years experience in Employee Benefits services. Her past experience includes work as a Senior Trust Officer with SunTrust Bank, Employee Benefits Consultant with Wyatt Company, Benefits Manager with Jonathon Corporation, an ESOP company, and Team Leader and Senior Benefits Con...
ESOP Trustees in Hinsdale, ILDanielle began her career practicing employee benefit law and developed an expertise in ERISA fiduciary matters associated with structuring, implementing, and governing Employee Stock Ownership Plans (ESOPs). She has extensive knowledge gained from more than 20 years working with employee-owne...
ESOP Trustees in San Rafael, CAMr. Reser has been a corporate fiduciary for corporate securities and reorganization transactions as well as trustee and custodian of retirement plans for over 25 years. Before founding Fiduciary Services, Inc. he was active for 17 years in Los Angeles as a Vice President and manager of corpor...
ESOP Marketplace connects you with local ESOP Trustees
Stay In Compliance and avoid Litigation by Engaging A Reliable Independent or Institutional ESOP Trustee
ERISA, the major federal law that governs retirement and benefits, mandates that an employee share ownership plan must be managed by a specially-appointed trustee. The trustee is required to manage the finances of the ESOP for the benefit of employees who are members in the plan, and failure to do so, such as excessive compensation and mismanagement, can give employees grounds to take legal action against the trustee.
When the trustee charged with fiduciary duty is a senior officer at the company, such as the president or a member of the board of directors, such action can have particularly unpleasant consequences relating to personal liability. In order to avoid the possibility of this occurring, businesses are strongly recommended to invite an independent trustee who knows how to help company management with complex issues for maximum benefit for all participants.
The expert ESOP trustees listed on our website all have extensive knowledge and experience in ESOP governance and administration, and have received well-earned recommendations from their clients. Our ESOP Trustees will help you:
- Understand your repurchase obligations
- Improve the efficiency of your audit
- Understand your ESOP valuation requirements
- Ease your fiduciary concerns
- Stay up to date on regulatory changes
- Manage ERISA requirements
- Understand if an ESOP transaction is feasible
Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have. Our TRUSTEE and other categories represent the best advisors we could find. Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community. There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site. As you look at the maps, you will see different colors or levels of pins on the page. Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues. The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you. The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating. Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor. Our Advisors and Users agree to our terms and conditions by using our family of websites.