Browsing Tag
Employee Stock Ownership Plan (ESOP)
15 posts
Senate Passes ESOP Legislation
Two bills that would promote ESOPs now move forward to the House of Representatives
House Committee Moves Forward on EBSA, ESOP Legislation
Bills target EBSA transparency with common interest agreements and investigation timelines, while providing a safe harbor for fiduciaries offering ESOPs
Senate HELP Committee Advances ESOP Legislation
The legislative package includes regulation that would support and strengthen ESOPs in U.S. workplaces
EBSA Nominee Aronowitz: ‘I Will End the War on ESOPs’
Trump pick for Assistant Secretary of Labor speaks out on priorities during Thursday Senate HELP Committee confirmation hearing
Sen. Cassidy Introduces Legislation Supporting ESOPs
The two bills would incorporate two additional members to the ERISA Advisory Council and omit ESOP contributions to annual 401(k) limits
Proposed Rule to Help Fiduciaries Properly Value Employer Stock in ESOPs
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought, sold by employer stock ownership plans is at fair market value
New Coalition Promotes ESOP Adoption
Expanding ESOPs seeks to increase usage of partial ESOPs, where employees own a fraction of the company they work for
ESOP Workers Report Higher Retirement Account Balances
Workers of employee stock ownership plans had a median account balance of $80,500, compared to $30,000 for the average 401(k) participant
Interest in Equity Compensation Plans Increasing
Morgan Stanley at Work survey shows more participants cite the plans as reasons they joined and stayed with companies that offer them
ESOP Association Slams DOL For Decades-Old Regulatory Delay
'It created a regulatory vacuum and a “chilling effect on ESOP formation and operation'