• EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH.

  • Sep 20 2024
  • Length: 42 mins
  • Podcast

EP26 - Interview with an ESOP Trustee - Bryce Lenox out of Cincinnati OH.

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  • Summary

  • This episode focuses on the role of the ESOP trustee through an interview with Bryce Lenox - an ESOP trustee out of Cincinnati, OH. Bryce does a great job reviewing the role of an ESOP trustee both on the transaction and ongoing side. Relating to transaction, Bryce explains the role he plays as a buyer and the steps he takes to conform to the department of labor process agreements. Once the transaction is complete, he explains his ongoing duties for the retirement plan from a fiduciary standpoint.

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