Compass
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Employee Stock Ownership Plans: Whatcha Gonna Do When the DOL Comes After You? (PDF)
Fox Rothschild LLP, via Bloomberg Tax Management Compensation Planning Journal [Guidance Overview] July 6, 2022 "The DOL has for a very long time had a certain cynicism over employee stock ownership plans (ESOPs) and officially in 2005 created an ESOP National Enforcement Project to tar- get ESOPs.... This article will delve into the background on ESOPs, ERISA's fiduciary standards, the flow of a typical ESOP transaction, what is considered [fair market value (FMV)], and how courts construed FMV." |
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