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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. 

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

HIGHLIGHTS: ● New DOL Fiduciary Settlement Agreement on ESOPs

HIGHLIGHTS: ERISA supersedes state tax law

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.