Recent litigation and audit activity is focusing on the process undertaken by fiduciaries in connection with a transaction involving an ESOP. Eliot Burriss presented at the 2018 National Center for Employee Ownership Conference summarizing relevant litigation cases, exploring roles and responsibilities, and providing best practices.
Lessons Learned from ESOP-Owned Companies from Recent Litigation
Posted In Employee Stock Ownership Plans (ESOPs)
Tags: Antioch case
, Bonnie Fish (et al) vs. GreatBanc Trust Company
, Brundle v. Wilmington Trust N.A.
, Constellis case
, ERISA
, ESOP Trustee
, fiduciaries
, Fiduciary Liability Insurance
, fiduciary process agreement
, Perez v. First Bankers Trust Services. Inc
, Perez v. Herbert Bruister
, projections
, SJP case
, Tatum v. RJR Pension Inv. Comm.
, The Annual Valuation Update
, valuation process
, valuation report
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