Howard Kaplan

Howard Kaplan Email and Phone Number

ESOP Board & Fiduciary Advisor @
Howard Kaplan's Location
Atlanta, Georgia, United States, United States
Howard Kaplan's Contact Details

Howard Kaplan personal email

n/a
About Howard Kaplan

Howard Kaplan provides governance and sound fiduciary solutions and best practices services to private and ESOP Companies:* Board Advisory * ESOP Advisory* Expert Witness* Trust and Professional AdvisoryBoard advisor and business professional with over 30 years of experience in the trust and financial services industries specializing in private and employee-owned (ESOP) companies and drawing on sound business acumen and professional management experience. Offers boards in-depth stewardship stressing exemplary board governance, fiduciary responsibilities, economic sustainability, and corporate strategy.• Significant experience providing fiduciary expert services for litigation claims asserted against boards and plan fiduciaries in several cases filed by the Department of Labor and by ESOP participants. Primarily engaged by defense counsel to offer expert opinion reports, and provide deposition and federal court testimony regarding board and plan fiduciary processes.• Serves as Director of a recently transitioned 100% ESOP-owned architectural, engineering and construction company located in the Midwest. Serves as chair of Governance & Nomination Committee and the Compensation Committee.• Serves as Director of a 100% ESOP-owned investment management company focused on specialized managed asset strategies. Serve as chair of the Governance, Nominations and Compensation Committee.• Serves as the initial and currently the sole independent Director of an ESOP-owned retail furniture company.• Serves on the Board of a $1 billion private trust company designated solely to custody individual retirement account assets. • Provide board governance and organizational advisement to newly formed ESOP-owned companies, serving as a non-voting member of the board.• Guided boards’ implementation of best practices and establishing new board committees during challenging leadership transitions.• Led special assignments performing procedural prudence for boards in the selection of a successor ESOP trustee• Serve as an advisor to professional trustee boards and management on process and procedure for their ESOP transactions.• Serve as a Board and ESOP Trustee advisor to a majority ESOP-owned highly technical engineering firm, located in Virginia and San Diego.

Howard Kaplan's Current Company Details
Kaplan Fiduciary Group

Kaplan Fiduciary Group

ESOP Board & Fiduciary Advisor
Howard Kaplan Work Experience Details
  • Kaplan Fiduciary Group
    Chief Executive Officer
    Kaplan Fiduciary Group May 2015 - Present
    Greater Atlanta Area
  • T-I Trust Inc. (F/K/A First Bankers Trust Services, Inc.)
    Senior Vice President
    T-I Trust Inc. (F/K/A First Bankers Trust Services, Inc.) Mar 2015 - May 2017
    Greater Atlanta Area
  • First Fiduciary Consulting Corp
    Managing Director
    First Fiduciary Consulting Corp May 2014 - Feb 2015
    Greater Atlanta Area
  • Reliance Trust Company
    Senior Vice President
    Reliance Trust Company Dec 2000 - May 2014
  • Wachovia, A Wells Fargo Company
    Vice President
    Wachovia, A Wells Fargo Company 1995 - 2000
  • Bank Of America
    Vice President
    Bank Of America 1990 - 1995

Howard Kaplan Skills

Erisa Retirement Planning Retirement Investments Esop Mergers And Acquisitions Employee Benefits 401k Financial Advisory Pensions Qualified Retirement Plans Investment Management Financial Services Securities Defined Benefit Fiduciary Wealth Management Asset Allocation Mutual Funds Private Equity Portfolio Management Investment Advisory Retirement Plan Consulting Fiduciary Services Management Asset Management Relationship Management Due Diligence Employee Stock Ownership Plan Equities Defined Contribution Finance Valuation Leadership 401 Retirement Savings Plans Fixed Income Trustee Profit Sharing Investment Advisory Services Trust Services Mergers Non Qualified Deferred Compensation Investment Strategies Etfs

Frequently Asked Questions about Howard Kaplan

What company does Howard Kaplan work for?

Howard Kaplan works for Kaplan Fiduciary Group

What is Howard Kaplan's role at the current company?

Howard Kaplan's current role is ESOP Board & Fiduciary Advisor.

What is Howard Kaplan's email address?

Howard Kaplan's email address is hk****@****ico.com

What skills is Howard Kaplan known for?

Howard Kaplan has skills like Erisa, Retirement Planning, Retirement, Investments, Esop, Mergers And Acquisitions, Employee Benefits, 401k, Financial Advisory, Pensions, Qualified Retirement Plans, Investment Management.

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