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ESOPs


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What Draws Business Owners to the Idea of an ESOP?
Supreme Court Debates Liability of Insiders for Mismanagement of Pension Plans That Invest in Employer Stock
Supreme Court to Consider Liability of Insiders for Mismanagement of Pension Plans That Invest in Employer Stock
Using ESOPs to Help Close the Wealth Inequality Gap
NCEO Analyzes DOL ESOP Investigations
ESOP Valuation Court Case Questions Fiduciary's Diligence in Buy-Out of CEO's Shares
A Lesson in ESOP Transactions: Don't Ignore Red Flags
ESOP Reverse Allocations
Employment Agreement Release Proves Buffer to ESOP Fiduciary Claim
Recent Case Shows Sellers Should Be Engaged in ESOP Due Diligence and Valuation Process
Recent Decisions Cast Doubt on Stock Drop as a Basis to State a Claim Against ESOP Trustee
Federal Government Advocates Industry-Friendly Position in ESOP Stock Drop Supreme Court Case
District Court Awards ESOP $6.5 Million, Finds That Trustee Breached Duty
[Opinion] Amicus Brief of ERIC and American Benefits Council in ESOP Fiduciary Breach Case (PDF)
You Misunderstood the Valuation: Court Rejects ESOP Fiduciary Breach Suit
Federal Court Dismisses Challenge to ESOP Transaction
The ESOP Landscape: Valuation Scrutiny and Tax Reform
How Many Shares Should an Owner Sell to the ESOP?
District Court Holds that Detrimental Reliance Is Not Needed for Class-Wide Relief in ESOP Case
Best Practices for ESOP Trustee and ERISA Compliance
Recognizing the Importance of Employee Ownership, More States Move Forward with Pro-ESOP Initiatives
Former Employee's Release Agreement Bars ERISA Claim Against ESOP Fiduciary
[Opinion] ESOPs Address Wealth Inequality, New Study Finds
IRS Summarizes Issues for S Corporation ESOPs and Section 409(p)
[Guidance Overview] Recently Issued IRS Snapshot Provides Guidance for S Corporation ESOPs
Colorado Rolls Out a Welcome Mat for ESOPs
ESOPs: What Not to Do -- And If You Did, How to Correct It (PDF)
Failure of ESOP Fiduciaries to Stop Company Officers from Making Affirmative Misrepresentations Impacting Stock Price Did Not Breach ERISA Duties
[Guidance Overview] IRS 'Issue Snapshot': Preventing the Occurrence of a Nonallocation Year under Section 409(p)
Paying the Plan Expenses of an ESOP: Best Practices
Fourth Circuit Permits Common Fund Award in Addition to ERISA Attorney's Fees
Fourth Circuit Opinion: Fiduciary Considerations in Setting an ESOP's Stock Purchase Price (PDF)
Senators Introduce Bill to Expand S-Corp ESOPs
Can ESOPs Benefit Disadvantaged Communities?
ESOP Workers Have Higher Retirement Savings
Second Circuit Holds that Participants Stated Plausible ERISA Claim for Breach of Duty to Manage ESOP Assets Prudently
DOL Private Pension Plan Bulletin: Abstract of 2016 Form 5500 Annual Reports (PDF)
The Importance of a Beneficiary Form
Checklist to Improve Your ESOP Ownership Culture (PDF)
The Solution to Managing the ESOP Repurchase Liability Challenge: A Defined Benefit Plan
Reliance Trust Settles DOL Lawsuit Over ESOP Valuation
New Law Makes SBA ESOP Financing Easier
The DOL and ESOP Trustees: There's No Love Lost
Eleventh Circuit: ESOP's Failure to Honor Plan Diversification Election Was Arbitrary and Capricious
District Court: ESOP Arbitration Provision Doesn't Apply to 'Cashed-Out' Participant
Main Street Employee Ownership Act Passes in House
Lessons Learned from Recent Litigation Involving ESOP-Owned Companies (PDF)
Importance of Corporate Structure for Employee Stock Ownership Plans
NCEO Employee Ownership Index Doubles S&P Performance for Its First Year
Supreme Court Declines to Hear Challenge to Time Limits on Fiduciary Breach Waivers
Will You Be Able to Retire From Your Small Business?
The ESOP Fiduciary's Responsibility for Determining Stock Value
Recent DOL Settlement Agreements with ESOP Trustees
[Opinion] Employee Stock Ownership Plans: Vulnerable to Abuse?
Supreme Court Workplace Arbitration Decision: Potential Impact on ESOPs
Unique ESOP Structure Considerations (PDF)
ESOP Trustees Are Increasingly Becoming Targets
DOL Enters Into Fifth Settlement Agreement with an ESOP Trustee -- and It Looks Familiar
Progress on Two ESOP Bills in Congress
Sen. Gillibrand Introduces Pro-ESOP Legislation
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