We had a great client Dorsey Roundtable on March 24, 2016 to discuss employer stock in retirement plans. It’s been a few years now since the 2013 blockbuster opinion from the Supreme Court (back when they had 9 justices) in...more
In This Presentation:
- Eligibility Errors
- Vesting Errors
- Compensation Errors
- Distribution Errors
- Loan Errors
- Testing Errors
- Other Errors and Things to Consider
Excerpt from...more