Report Finds ESOPs Have Outperformed S&P 500
A report by EY reveals a strong positive return for S corporation ESOPs from 2002 to 2012.
Tag: ESOP
DOL Alleges Company’s ESOP Creation Was Flawed
Accurate company valuations are critical when it comes to establishing an ESOP, the DOL says in an enforcement action announcement.
Company Stock Considerations Depend on Employer Goal
Implications of two litigation outcomes in June 2014 depend on the type of employee stock ownership plan an employer offers.
How Pensions Impact Corporate Financial Distress
A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in...
DC Plan Use of Company Stock More Restricted
The offering of company stock in defined contribution plans has declined since 2005, according to Vanguard.
Plan Fiduciaries Liable for Mispriced ESOP Stock Purchase
The owner of Bruister and Associates and trustees of its employee stock ownership plans (ESOPs) were found responsible for causing...
Complying with ESOP Diversification Rules
September 3, 2014 (PLANSPONSOR.com) – The rule for who is eligible to diversify company stock holdings in a retirement plan...
The Principal Hires ESOP Consultant
August 14, 2014 (PLANSPONSOR.com) – The Principal Financial Group has hired Mike Parrett as vice president of consulting.
Presumption of Prudence Decision Not a Total Win for Anyone
June 26, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court this week ruled employee stock ownership plan (ESOP) fiduciaries are not...
ESOP Fiduciaries Not Entitled to Presumption of Prudence
June 25, 2014 (PLANSPONSOR.com) – The U.S. Supreme Court has decided fiduciaries of employee stock ownership plans (ESOPs) are not...
New Bill to Encourage ESOPs Introduced
June 17, 2014 (PLANSPONSOR.com) - House Ways and Means Committee members introduced legislation designed to spur more employee-ownership in private...
Fiduciary Status Not Triggered by Contribution in Company Stock
June 5, 2014 (PLANSPONSOR.com) - A federal appellate court ruled Morgan Stanley & Co. and its CEO were not acting...
DOL Resolves Valuation Issues with ESOP Transaction
June 4, 2014 (PLANSPONSOR.com) – The Department of Labor (DOL) reached a $5.25 million settlement with GreatBanc Trust Co., resolving...
Delta Air Lines Wins Stock Drop Suit Appeal
May 8, 2014 (PLANSPONSOR.com) – The 11th U.S. Circuit Court of Appeals used its own case history to dismiss a...
High Court Ponders “Conflicts” for ESOP Fiduciaries
April 17, 2014 (PLANSPONSOR.com) – What is the trustee of a retirement plan that offers employer stock as an investment...
Products |
New Product Helps ESOPs Match Liabilities
April 8, 2014 (PLANSPONSOR.com) - Archford Capital Strategies launched an FDIC-insured, bank-issued, principal-protected investment to help employee stock ownership plans...
Opinions |
Are ESOPs Too Risky to Be Good Retirement Plans?
March 7, 2014 (PLANSPONSOR.com) - Perhaps the most common criticism about employee stock ownership plans (ESOPs) is that they are...
Blue Ridge Names Director of Plan Administration
March 5, 2014 (PLANSPONSOR.com) – Blue Ridge ESOP Associates has named Kevin T. Rusch as the firm's director of plan...
Groups Ask for Stronger Presumption in Stock Drop Case
February 5, 2014 (PLANSPONSOR.com) – A brief of amici curiae was recently filed with the U.S. Supreme Court for a...
DOL Recovers $10M for ESOP
January 22, 2014 (PLANSPONSOR.com) – A New York-based home-care agency and its former owners have resolved issues with the Department...