Services
1. Fiduciary Issues
Understanding the basics of the Fiduciary rules responsibilities of being a Plan Fiduciary.
– Prudence and Processes
– Conflicts of Interest
– Participant Communication
– Plan Documents Review
– ERISA Compliance
– IRS / DOL Audits
![international-executive-team-having-board-meeting-2021-09-04-08-15-43-utc](https://internaltrustee.com/wp-content/uploads/2022/11/international-executive-team-having-board-meeting-2021-09-04-08-15-43-utc.png)
2. Board of Directors Issues
Has the Board of Directors implemented the best corporate governance practices among the shareholders, trustees and the board itself.
– Plan Governance
– Shareholder relations
– Board Dynamics & Evaluation
– Board Structure & Committees
– Monitoring the Trustee
– Strategic Planning
– Management Succession
– Compliance
– Culture
– Compensation
– Repurchase Obligations
![businesspeople-brainstorming-in-a-meeting-2022-09-16-07-43-11-utc](https://internaltrustee.com/wp-content/uploads/2022/11/businesspeople-brainstorming-in-a-meeting-2022-09-16-07-43-11-utc.png)
3. Trustee Issues
If you have Internal Trustees are they educated in the duties, responsibilities and prudent processes of the Company’s ESOP.
– Valuation Process
– Monitoring the Board
– Mitigating Risk
– Plan Administration Compliance
– Safeguarding the assets
– Ownership Transitions
– Managing the Voting Process
– Acquisitions
– Offers to Sell
– Repurchase Obligations
![senior-businessman-gray-hair-working-on-laptop-in-2022-04-04-23-28-05-utc](https://internaltrustee.com/wp-content/uploads/2022/11/senior-businessman-gray-hair-working-on-laptop-in-2022-04-04-23-28-05-utc.png)
4. Advisory Services
![diverse-business-people-discussing-together-2022-09-16-08-10-10-utc](https://internaltrustee.com/wp-content/uploads/2022/11/diverse-business-people-discussing-together-2022-09-16-08-10-10-utc.png)