Cases & Rulings

HIGHLIGHTS: ERISA supersedes state tax law Court limits use of indemnification for ESOP fiduciaries Court settlement in major ESOP follows GreatBanc Process Agreement Employee of ESOP trust company not personally a fiduciary Settlement in Piggly Wiggly Carolina Case IRS issues new plan limits ERISA Supersedes State Tax Law: In Matters of Patrick Murphy & Kathleen Murphy, DTA No

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