ESOPs: Get a Clue
David A. Guadagnoli was a presenter at the New England ESOP Association's annual fall conference. His panel "What Does Health Care Reform Mean for Your Employee-Owned Companies?" focused on the recently enacted National Health Care Reform legislation, and how to plan for and implement the coming changes, while keeping a valued benefit as affordable and flexible as possible.
Mr. Guadagnoli also presented "Internal vs. External Fiduciary Responsibilities." This session reviewed the fiduciary responsibilities with an emphasis on trustee issues, including the role of the trustee, operational and legal aspects of service as a trustee, use of internal vs. external trustee, annual evaluation report review, trustee education, and training and development of future trustees.