
Sign up to save your podcasts
Or
This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing side. Relating to transaction, Bryce explains the role he plays as a buyer and the steps he takes to conform to the department of labor process agreements. Once the transaction is complete, he explains his ongoing duties for the retirement plan from a fiduciary standpoint.
4.9
2323 ratings
This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing side. Relating to transaction, Bryce explains the role he plays as a buyer and the steps he takes to conform to the department of labor process agreements. Once the transaction is complete, he explains his ongoing duties for the retirement plan from a fiduciary standpoint.
4,358 Listeners
77,811 Listeners
2,174 Listeners
10,694 Listeners
1,445 Listeners
86,708 Listeners
111,864 Listeners
56,221 Listeners
4,370 Listeners
5,942 Listeners
32 Listeners
9,189 Listeners
15,237 Listeners
10,556 Listeners
9 Listeners