Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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The Quandary of Publicly Traded Employer Stock in a 401(k) Plan (PDF)
McDermott Will & Emery, via Bloomberg BNA Pension & Benefits Daily June 20, 2017
"[In] the wake of a series of high-profile employee lawsuits seeking recovery against Enron, Lehman Brothers, and other employers for losses from 401(k) investments in employer stock, such funds can ... seem a recipe for disaster. This article examines the quandary that employer stock funds pose for plan sponsors, who must navigate ERISA's careful balance of [1] ensuring fair and prompt enforcement of employee rights under employer-provided retirement plans while [2] encouraging employer creation of these plans."
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