The 12 Days of ESOPs, Day 11: Howard Kaplan of Kaplan Fiduciary Group

The 12 Days of ESOPs, Day 11: Howard Kaplan of Kaplan Fiduciary Group

We’re celebrating the spirit of the ESOP Movement with The Twelve Days of ESOPs.

12 Days of ESOPs
 
Our guests over these twelve days hail from a variety of fields in ESOP World – from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies.
 
On the eleventh day of ESOPs, our guest is Howard Kaplan of Kaplan Fiduciary Grouphe has over 30 years in the trust and financial services industry and currently serves as a fiduciary consultant and board advisor to ESOP companies. They discuss the role of ESOP trustees and educating and advising ESOPs on improving fiduciary processes and performance.
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📯📯📯📯📯📯📯📯📯📯📯 Your external advisors should help ensure everyone in your ESOP is piping from the same songbook.

More about Howard Kaplan

Howard Kaplan

Howard Kaplan [Source: Kaplan Fiduciary Group]

Howard Kaplan has over thirty years management and client advisory experience in the fiduciary trust and financial services industries, encompassing more than twenty-five years representing large regional trust companies and another six years with prominent investment services firms – having spent the last fifteen years specializing in employer securities and ESOP fiduciary services. “

“In addition, he has held various organizational and relationship management positions throughout his career applying procedural prudence in a fiduciary capacity and advising plan sponsors regarding their fiduciary obligations under the Employee Retirement Income Security Act (ERISA).”

More about Kaplan Fiduciary Group

Kaplan Fiduciary Group was founded in 2015 with a single mission: to improve financial outcomes for ESOPs and their participants. “Kaplan Fiduciary is a leading provider of fiduciary advisory services to companies sponsoring Employee Stock Ownership Plans (ESOP) and other qualified retirement programs. ” 

[Source: Kaplan Fiduciary Group]


Our guests over these twelve days hail from a variety of fields in ESOP World – from lawyers, to valuators, to CEOs, and even employee owners themselves – each bringing their own unique outlook and experience to our ongoing conversation about what makes ESOP participation so valuable to companies.
 
On the eleventh day of ESOPs, our guest is Howard Kaplan of Kaplan Fiduciary Grouphe has over 30 years in the trust and financial services industry and currently serves as a fiduciary consultant and board advisor to ESOP companies. They discuss the role of ESOP trustees and educating and advising ESOPs on improving fiduciary processes and performance.
.
📯📯📯📯📯📯📯📯📯📯📯

More about Howard Kaplan

Howard Kaplan

Howard Kaplan [Source: Kaplan Fiduciary Group]

Howard Kaplan has over thirty years management and client advisory experience in the fiduciary trust and financial services industries, encompassing more than twenty-five years representing large regional trust companies and another six years with prominent investment services firms – having spent the last fifteen years specializing in employer securities and ESOP fiduciary services. “

“In addition, he has held various organizational and relationship management positions throughout his career applying procedural prudence in a fiduciary capacity and advising plan sponsors regarding their fiduciary obligations under the Employee Retirement Income Security Act (ERISA).”

More about Kaplan Fiduciary Group

Kaplan Fiduciary Group was founded in 2015 with a single mission: to improve financial outcomes for ESOPs and their participants. “Kaplan Fiduciary is a leading provider of fiduciary advisory services to companies sponsoring Employee Stock Ownership Plans (ESOP) and other qualified retirement programs. ” 

[Source: Kaplan Fiduciary Group]


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