Find Your Resource

Loren Rodgers, Corey Rosen, and Scott Rodrick

According to the latest data available from the Department of Labor, there were 6,669 ESOPs covering 14.4 million participants and holding close to $1.3 trillion in plan assets as of the end of 2015.

A company may decide to terminate its ESOP for a number of reasons.

By Laurence Goldberg, ESOP Law Group

ESOP transactions are usually described in very general terms, but it can often help to walk through a specific and fairly complex one.

ESOP law is a balancing effort— the rules ar

There is no “one size fits all” structure for governance that is correct for every ESOP company.

I know I’m mortal. So I started exploring my exit options in 1990, only seven years after I bought the company from its founder, JW McKinney.

One of the most contested and significant ESOP lawsuits in recent years was Perez v. GreatBanc Trust, which resulted in a $5.25 million settlement over the handling of the ESOP at Sierra Aluminum. This article gives some overlooked background about Sierra Aluminum's ESOP. 

HIGHLIGHTS: ERISA supersedes state tax law