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Plan Sponsor Issues, Consultants & Advisors
Daniel Reser - Fiduciary Services, LLC
Plan Sponsor Issues in San Rafael, CA
Mr. 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...
Maureen Cosgrove -
Plan Sponsor Issues in Wakefield, MA
Prior to joining Aegis, Maureen served as Senior Vice President for a large institutional trustee. She has 17 years of experience as a valuation professional. She served as the Managing Director of ESOP Advisory Services at a regional CPA firm and is constantly in front of current issues that ...
ESOP Marketplace connects you with local Plan Sponsor Issues ESOP boards are typically internal executives with one or two independent directors. Directors are considered ESOP Fiduciaries as plan sponsors, and the advisors of this section assist the board on ESOP Fiduciary and plan sponsor issues
