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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.
Kaplan Fiduciary Group
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Chief Executive OfficerKaplan Fiduciary Group May 2015 - PresentGreater Atlanta Area
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Senior Vice PresidentT-I Trust Inc. (F/K/A First Bankers Trust Services, Inc.) Mar 2015 - May 2017Greater Atlanta Area
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Managing DirectorFirst Fiduciary Consulting Corp May 2014 - Feb 2015Greater Atlanta Area
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Senior Vice PresidentReliance Trust Company Dec 2000 - May 2014 -
Vice PresidentWachovia, A Wells Fargo Company 1995 - 2000 -
Vice PresidentBank Of America 1990 - 1995
Howard Kaplan Skills
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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Howard Kaplan
Product Owner / Digital Management Product Team At Kaplan Higher EducationFort Lauderdale, Fl3kaplanuniversity.edu, kaplan.edu, kaplan.com -
Howard Kaplan
Startup Founder & Coach, Supporting Day 0 Founders Across The Globe @ Foundery | Early-Stage Investor | Venture Ecosystem BuilderBoston, Ma6harvard.edu, gmail.com, futurenowinc.com, harvard.edu, usa.net, queraltinc.com4 +171864XXXXX
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Howard Kaplan
Oviedo, Fl -
Howard Kaplan
Consulting Service To Emerging Technology Companies That Are In The Process Of Commercializing InventionsAtlanta, Ga6edt-enzymes.com, edt-enzymes.com, edt-enzymes.com, mindspring.com, edtenzymes.com, kestrelcreative.com3 +177092XXXXX
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