As an ESOP advisor, Danielle Montesano is involved in:
- Buying and selling of plan assets
- Ensuring that the ESOP loan terms are reasonable and coordinating the scheduled debt service payments
- Hiring the plan advisors and evaluating their opinions
- Voting and/or accepting direction to vote shares of company stock for shareholder meetings
- Monitoring the ESOP’s compliance with the plan and loan documents, trusts, and all applicable laws and regulations