Reliance Trust - Webinar Series

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Reliance Trust 2012 Prudent Fiduciary Series
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.

401 (k) / ESOP Integration Issues

Join us for a Webinar January 18, 2012 - 1:30-2:30PM EST

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Moderator: Lance Studdard, SVP, Fiduciary Services, Reliance Trust
Guest Speakers: Tom Roback, Jr., Managing Director, Blueridge ESOP Associates and Dolores Lawrence, Managing Director, Blueridge ESOP Associates

The webcast will include an overview of how 401 (k) and ESOP provisions interact, even when the plans are separate. We will also discuss combined plan testing issues and summarize the advantages and disadvantages of combining 401 (k) and ESOP provisions into one combined plan.

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