Miguel Paredes, MBA, CPFA and Kelly Irizarry look forward to representing the Prudent Fiduciary Services team and presenting at this year's Florida Chapter of The ESOP Association winter conference. Catch Miguel's presentation "Demystifying DOL ESOP Investigations” or Kelly's presentation “ESOP 101 - Communicating the Basics” at 9:45am on February 19.
关于我们
Miguel Paredes founded Prudent Fiduciary Services to provide Independent Fiduciary, ERISA compliance consulting, and expert witness services related to employee benefit plans such as qualified retirement plans and health and welfare plans.
Prior to establishing Prudent Fiduciary Services, Mr. Paredes had a distinguished 12 year career as an employee benefit plan investigator and supervisor with the U.S. Department of Labor, Employee Benefits Security Administration (EBSA). During his time with EBSA, Mr. Paredes conducted and supervised several hundred investigations of ERISA-covered retirement plans, health and welfare plans, and plan service providers, with a focus on Employee Stock Ownership Plans and other investigations involving complex financial issues.
Mr. Paredes is also a noted ERISA authority that represented the Department of Labor at various speeches and trainings to ERISA fiduciaries, service providers, and the public on ERISA fiduciary duties and EBSA investigations.
In his current role as a professional Independent Fiduciary and ERISA Compliance Consultant, Mr. Paredes brings an expert-level understanding of the requirements for ERISA compliance, balanced with a common-sense approach to the needs of corporate stakeholders. Prudent Fiduciary Services helps ensure that employee benefit plans are being administered prudently, effectively, and in compliance with the law.
- 网站
-
https://www.fiduciaryservices.com/
Prudent Fiduciary Services的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- West Covina，California
- 类型
- 私人持股
- 创立
- 2017
- 领域
- ERISA、ESOP、Consulting、ESOP Trustee和Independent Fiduciary
地点
-
主要
获取路线
100 N Barranca St
US，California，West Covina，91791
Prudent Fiduciary Services员工
动态
-
Prudent Fiduciary Services was honored to be a Gold Sponsor of The ESOP Association's Employee Owned 2024 conference. Miguel Paredes, and the team had a great time connecting with our amazing clients and esteemed colleagues, golfing, hiking, speaking and more. We hope to see you in Vegas November 2025!
-
-
At The ESOP Association's Employee Owned 2024 learn from President and Founder of Prudent Fiduciary Services, Miguel Paredes, about what it takes to have a robust good-faith negotiation to ensure your ESOP gets off to the right start.
-
-
Curious about how to create a successful ESOP communication committee? Catch Kyla Alterman moderating and co-presenting about just that at The ESOP Association's Employee Owned 2024 conference on Thursday November 14 at 3:15pm.
-
-
The whole Prudent Fiduciary Services team and our very own Miguel Paredes can't wait for The ESOP Association's Employee Owned 2024 conference next week It's always a privilege to network and learn from so many great ESOP companies and ESOP Professionals. Don't forget to stop by our booth! Also make sure to catch Miguel's session "Negotiating an ESOP Transaction" on Friday 11/15 at 8am and Kyla Alterman's session "How To Create a Successful ESOP Committee" on Thursday 11/14 at 3:15pm. #ESOP #Employeeownership #EO24 #TEA
-
-
The whole Prudent Fiduciary Services team and our very own Miguel Paredes can't wait for The ESOP Association's Employee Owned 2024 conference next week It's always a privilege to network and learn from so many great ESOP companies and ESOP Professionals. Don't forget to stop by our booth! Also make sure to catch Miguel's session "Negotiating an ESOP Transaction" on Friday 11/15 at 8am and Kyla Alterman's session "How To Create a Successful ESOP Committee" on Thursday 11/14 at 3:15pm. #ESOP #Employeeownership #EO24 #TEA
-
-
With ESOP conference season in full swing, Miguel and the Prudent Fiduciary Services team looks forward to connecting with the many great companies and professionals in our community. Catch nine of us at this week's CA/NV 2024 Annual Conference. Prudent Fiduciary Services is proud to support our local chapter as a Leader Sponsor. #ESOP #employeeownership #TEA
-
-
Miguel Paredes is honored to join the global employee ownership community this week at The Oxford Symposium on Employee Ownership held at Oxford University. Tomorrow, Miguel's panel discussion on post-transaction abuse prevention explores what can go awry after a deal is completed and which regulations can prevent problems. Thank you for having Prudent Fiduciary Services participate in this unique annual event that incubates ideas and policies to advance employee owned business models worldwide! #employeeownership #ESOP #trustee #employeeowned
-
-
Look out for Miguel Paredes, Ty Fukumoto, and Kelly Irizarry at The ESOP Association's National Conference in DC this week!
-