The ESOP Podcast Episode 14

The ESOP Podcast Episode 14 – Howard Kaplan of Kaplan Fiduciary Group

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. Howard Kaplan sat down with Bret Keisling of Captial Trustees, LLC at #ESOPLV – The ESOP Association’s record-setting November 2017 Las Vegas ESOP Conference and Trade Show held at the Paris hotel in Las Vegas, Nevada.  They discuss the role of ESOP trustees and educating and advising ESOPs on improving fiduciary processes and performance.

Howard Kaplan

Howard Kaplan [Source: Kaplan Fiduciary Group]

More about Howard Kaplan

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).”

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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