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World Travel ESOP Litigation Settled

Tax Case Over ESOP and Synthetic Equity Rollover Must Go to Court

Court Allows Insurer to Proceed with Claims It Does Not Have to Defend or Indemnify ESOP Appraisal Firm: In Great American Fidelity Insurance Company v. Stout Risius Ross, Inc. et al, No. 2:19-cv-11294 (E.D.

Mixed Ruling in Appvion ESOP Case: In the long-running case of Appvion Retirement Savings Retirement and Employee Stock Ownership Plan v. Buth, Case No. 18-CV-1861-WCG (E.D. Wis., Mar.

In multiple ongoing ESOP cases, courts allow valuation suits to continue.

Court Rules Former ESOP Company CEO Must Pay Back Misappropriated Funds: In Rael & Letson v. Clark (Cal. Appeals Court, Unpublished, Apr.

State court upholds sale to ESOP: In Eichhoff et. al. v. New Glarus Brewing (WI, No. 2021CV002011 (Cir. Ct., Dane County, Oct.

Supreme Court Denies Envision Motion to Have 10th Circuit Reconsider Its Ruling That Envision Cannot Compel Arbitration in ESOP Case

Reliance Trust and DOL reach settlement on Tobacco Rag suit: In  Acosta v.

Department of Labor Brief in IBM Stock Case Argues Securities Law Rules Should Be the Basis for Whether to Disclose Adverse Information: