Case Study: Sierra Aluminum

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. 
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Cases & Rulings

HIGHLIGHTS: Supreme Court won’t hear challenge to extension of tolling in ESOP case 
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Cases & Rulings

HIGHLIGHTS: ● New DOL Fiduciary Settlement Agreement on ESOPs
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Cases & Rulings

HIGHLIGHTS: ERISA supersedes state tax law
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Cases & Rulings: November/December 2019

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

Cases & Rulings: September/October 2019

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.
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