Monthly Archives: October 2026

The Independent Fiduciary: From Valuation to Year-End

FROM THE TRUSTEE The Work After the Valuation By this point in the year, most calendar-year ESOP companies have completed their annual valuation, participant statements have been distributed, and Form 5500 work is either complete or approaching its extended deadline. That does not mean the ESOP work is finished. Fall is when management has

2026-10-09T05:51:11-07:00October 1st, 2026|Newsletter|
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