Skip to content
Warren AI
Sign in
Retirement Planning
Chapter 6: Stock Bonus Plans & ESOPs/ESOP TRUSTEE
Warren Academy Course SyllabusSyllabus Slides
Chapter Study Session

Chapter 6: Stock Bonus Plans & ESOPs

ESOP TRUSTEE

01.Core Concepts

• Holds ESOP assets in trust for the benefit of the plan participants • Held to standard of fiduciary: • Must operate with the care, skill, prudence, and diligence of a prudent man • Must act in best interest of plan beneficiaries (including plan participants and their beneficiaries) • Otherwise, resign and appoint neutral trustee