Cases & Rulings

HIGHLIGHTS: ● New DOL Fiduciary Settlement Agreement on ESOPs
Member-Only Content. Login or Join to View.

Cases & Rulings

HIGHLIGHTS: ERISA supersedes state tax law
Member-Only Content. Login or Join to View.

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.
Member-Only Content. Login or Join to View.

Company & Media Highlights

● 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
Member-Only Content. Login or Join to View.

Company & Media Highlights

● The Clicks Group, an 8,000-employee South Africa-based retailer of health and wellness products across
Member-Only Content. Login or Join to View.