Transactional Trustee |
Transactions – from partial to 100% shareholder buyouts, company sales and acquisitions using ESOPs. We take full independent discretionary authority on behalf of the Trust:
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Ongoing Independent Trustee |
The Company has continuing responsibilities after the Transaction. We help by:
| We have worked with ESOPs in every state. Our ESOPs vary by:
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Plan Document Services
| Distributions to Participants
| Communications
| Monitoring
| Administration & Compliance
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