Tag: ESOPs

February 7, 2012 (PLANSPONSOR.com) - The share of plan assets in company stock fell seven percentage points for KSOPs, because...

January 31, 2012 (PLANSPONSOR.com) – A Kodak worker has filed a lawsuit against the company. 

January 30, 2012 (PLANSPONSOR.com) – Reliance Trust Company added employee stock ownership plan (ESOP) valuation expert Bucky Wright to its...

October 24, 2011 (PLANSPONSOR.com) – The U.S. District Court for the Northern District of California ruled a plan participant’s claim...

September 28, 2011 (PLANSPONSOR.com) – A federal court has dismissed claims that trustees and directors of Orion Bancorp’s Employee Stock...

August 22, 2011 (PLANSPONSOR.com) – L.A. Times employees of media company Tribune who sued over the 2007 Sam Zell-led takeover...

August 17, 2011 (PLANSPONSOR.com) - In a new review of litigation on the issue of employer stock in retirement plans,...

August 8, 2011 (PLANSPONSOR.com) – A federal court has moved forward claims by investors in State Street stock, including retirement...

August 2, 2011 (PLANSPONSOR.com) - The Internal Revenue Service has created a revised three-page Employee Stock Ownership Plan (ESOP) Review...

July 1, 2011 (PLANSPONSOR.com) – A new U.S. Senate bill would exclude appraisers of employee stock ownership plans (ESOPs) from...

July 1, 2011 (PLANSPONSOR.com) – A new U.S. Senate bill would exclude appraisers of employee stock ownership plans (ESOPs) from...

June 13, 2011(PLANSPONSOR.com) - The Principal Financial Group announced...

June 8, 2011 (PLANSPONSOR.com) - The U.S. Department of Labor has obtained six consent judgments requiring payment of $10,454,545 in...

April 22, 2011 (PLANSPONSOR.com) – Unlike other commenters on the Department of Labor’s proposed redefinition of fiduciary, the law firm...

April 22, 2011 (PLANSPONSOR.com) – Congressman Ron Kind (D-Wisconsin) has introduced the "Promotion and Expansion of Private Employee Ownership Act...

March 7, 2011 (PLANSPONSOR.com) – The suit against the trustee of the Tribune Co. Employee Stock Ownership Plan during the...

March 3, 2011 (PLANSPONSOR.com) – The Principal Financial Group has obtained an independent audit opinion issued according to Statement of...

February 1, 2011 (PLANSPONSOR.com) – In comments to the Department of Labor’s Employee Benefits Security Administration regarding the proposed change...

January 19, 2011 (PLANSPONSOR.com) – Two of those offering public comment to the U.S. Department of Labor (DoL) about its...

January 7, 2011 (PLANSPONSOR.com) – The U.S. Tax Court has upheld a decision by the Internal Revenue Service (IRS) that an...