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  1. Tax Cowboy
    Group: In researching ESOP Loans and potential prohibited transaction violations of ERISA under 406(a) I'm curious more than anything whether Sam Zell was assessed for violating 406 as that transaction seems to be a direct transaction with a potential for conflict of interest? Did his bankruptcy discharge any potential prohibited transaction violations? Did the esop loan meet erisa 408 exemption? Is erisa prohibited transaction rule 406(a) intended for esop loans? Thoughts and comments appreciated. Resources and court cases would be helpful as well as I'm beginning research on this topic. Thank you
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