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Retirement Plan › Stock Ownership

McDermott Will & Emery

Mature ESOPs: Remodeling the House You Own

McDermott Will & Emery on

On May 5, 2022, McDermott Partner Allison Wilkerson delivered a presentation during the 2022 TEA National Conference titled “Mature ESOPs: Remodeling the House You Own.” Her presentation focused on the traits of a sustainable...more

Wiley Rein LLP

Sixth Circuit Holds E&O Policy’s ERISA Exclusion Bars Coverage for Claims Against Trustee of Employee Stock Ownership Program

Wiley Rein LLP on

Applying Ohio law, the United States Court of Appeals for the Sixth Circuit has concluded that an ERISA exclusion in a professional services liability insurance policy barred coverage for all ERISA-related Claims made against...more

Foley & Lardner LLP

Restricted Stock Units: 10 Fast Facts

Foley & Lardner LLP on

Restricted stock units (RSUs) continue to be a popular form of equity compensation. This article covers ten things every compensation professional should know about RSUs. 1. How are RSUs different from restricted stock? ...more

Littler

Does Jander Signal the Liberalization of Pleading Standards in Stock-Drop Cases? Signs Point to No

Littler on

The Second Circuit sent shock waves through the community of ERISA stock-drop practitioners late last year in Jander v. Retirement Plans Committee of IBM by finding plan participants had plausibly alleged a breach of duty of...more

Robinson+Cole ERISA Claim Defense Blog

A stock plan is not necessarily an ERISA plan

Robinson+Cole ERISA Claim Defense Blog on

In the world of ERISA litigation, one of the safest bets is usually that, if an employer establishes something that it calls a “plan,” and the plan allows a significant number of its employees to obtain money after...more

McDermott Will & Emery

Final Rule on Disability Claims under Welfare and Retirement Plans Effective April 1

McDermott Will & Emery on

After some speculation about a delay in implementation of the final rules on claims adjudication of disability claims under welfare and retirement plans (the Final Rule), the US Department of Labor (DOL) confirmed that the...more

McNees Wallace & Nurick LLC

Creating ESOPs: 6 Essential Questions For Successful Employee Stock Ownership Plans

McNees Wallace & Nurick LLC on

The Baby Boomer business owner has worked hard for a lifetime. The company is thriving. But retirement is in sight, and a big question looms: How do I convert a lifetime of hard work into a comfortable retirement income?...more

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