ESOP Legal Update. The Ohio Employee Ownership Center 21st Annual Conference Fairlawn, OH April 20, 2007. Topics to be Covered. Case Law and Regulatory Update. Pension Protection Act and other Legislation. Legal Role of ESOP Trustee. Shifting Trends?.
The Ohio Employee Ownership Center
21st Annual Conference
April 20, 2007
Dale R. Vlasek, Member, Business Department & Chair for Employees Benefits Practice Group
Dale is Chairman of the Employee Benefits Practice Group. He focuses his practice on all employee benefit matters including pension, profit sharing and 401(k) planning design, operation and compliance matters, ESOPs, welfare benefit plans (e.g. group health, life, dependent care programs) design, operation and compliance matters, ERISA litigation, and multi-employer pension plans. He serves as benefits counsel to a number of middle-market and larger companies. Dale is licensed to practice in Ohio and Iowa.
Dale R. Vlasek
600 Superior Avenue
Cleveland, OH 44114
Tom Potts, President and CEO of Fiduciary Trust Services, Inc., located in Indianapolis, Indiana
Tom Potts, Jr.
Fiduciary Trust Services
5120 Commerce Circle
Indianapolis, IN 46237
Tim Jochim, President and primary shareholder of Jochim Co., L.P.A.:
National authority on employee stock ownership plans (ESOPs) and business succession. The firm also has
expertise in corporate finance, merger/acquisition and employee benefits.
Adjunct professor of corporate finance at the Capital University School of Law, Columbus, Ohio.
Jochim Co., L.P.A.
673 Mohawk Street, Suite 202
Columbus, OH 43206