Common Contracts
2 similar Fiduciary Engagement Agreement contracts
EXHIBIT AFiduciary Engagement Agreement • May 16th, 2019
The Secretary of Labor (the "Secretary") and James F. Joyner, III (the "Trustee") agree that the policies and procedures described below (the "Process Agreement") apply whenever the Trustee serves as a trustee or other fiduciary of any employee stock ownership plan ("ESOP") subject to Title I of the Employee Retirement Income Security Act of 1974, as amended ("ERISA"), in connection with transactions in which the ESOP is purchasing or selling, is contemplating purchasing or selling, or receives an offer to purchase or sell, employer securities that are not publicly traded.
EXHIBIT AFiduciary Engagement Agreement • May 16th, 2019
The Secretary of Labor (the "Secretary") and James F. Joyner, III (the "Trustee") agree that the policies and procedures described below (the "Process Agreement") apply whenever the Trustee serves as a trustee or other fiduciary of any employee stock ownership plan ("ESOP") subject to Title I of the Employee Retirement Income Security Act of 1974, as amended ("ERISA"), in connection with transactions in which the ESOP is purchasing or selling, is contemplating purchasing or selling, or receives an offer to purchase or sell, employer securities that are not publicly traded.
