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The Reliance Trust Fiduciary Group knows that company fiduciaries such as executives, directors and key employees face a great deal of personal risk when it comes to managing their company-sponsored qualified retirement plans. Against the backdrop of the prudent expert rule, these company fiduciaries must navigate a dizzying array of financial products, investments, vendors and advisors.
With today's challenging economic and legal environment, our 2012 Prudent Fiduciary Series is designed to highlight key topical discussions aimed at keeping company fiduciaries informed while offering guidance on key challenges. This series will feature eight,
60-minute interactive presentations which can be joined remotely from any convenient location. In addition, participants will be able to
submit questions to the presenters and will have access to the archived sessions.
Topics for this Series will include:
- ESOP/401(k) Integration
- Selling your ESOP Company to a Public Company Buyer
- A Practical Approach to the Repurchase Liability and Valuation
All sessions will be delivered by our Reliance Trust Fiduciary Consultants and a nationally recognized guest speaker.
Guest Speakers will include:
- Tom Roback, Jr., Managing Director, Blueridge ESOP Associates
- Dolores Lawrence, Managing Director, Blueridge ESOP Associates
- Judy Kornfeld, President, ESOP Economics, Inc.
- Greg Fresh, Managing Director, Chartwell Capital Solutions
2012 Prudent Fiduciary Series Dates
All Webinars will be from 1:30-2:30pm ET
Please click here to get more details and register for our next Webinar.
January 18 | May 16 | September 19 | December 5 |

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