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HIGHLIGHTS: ● New DOL Fiduciary Settlement Agreement on ESOPs

HIGHLIGHTS: ERISA supersedes state tax law

HIGHLIGHTS:  

HIGHLIGHTS:

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: 

Supreme Court Agrees to Review IBM Stock-Drop Decision: In Retirement Plans Committee of IBM v. Jander, No. 18-1165 U.S. (certiorari granted June 3, 2019), the U.S.

More stock-drop cases fail Lifetouch lawsuit dismissed New plan limits announced

● Oregon’s Organically Grown Company (OGC) has converted from an ESOP to a new business structure called a “purpose trust.” It is designed to preserve OGC’s social and environmental mission well into

● The Clicks Group, an 8,000-employee South Africa-based retailer of health and wellness products across