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ESOP

Sign outside building that reads "United States Department of Labor."
Regulation
DOL proposes employee stock ownership plan valuation rule
KKR's Pete Stavros
INDUSTRY VOICES
Commentary: Pension funds can help lift returns while giving workers a boost too
A statue of the blindfolded lady justice in front of the U.S. Supreme Court building as the sun rises in the distance.
COURTS
For fifth time in 5 years, Supreme Court declines to review DC dispute pitting arbitration vs. trial
Outside of the U.S. Supreme Court building.
DEFINED CONTRIBUTION
Supreme Court again asked for guidance on whether ERISA disputes can be arbitrated
Work to Own's Bill Mundell and the Brookings Institution's David Dreier
INDUSTRY VOICES
Commentary: Corporations as change agents can jump-start economic mobility for employees
ONLINE_190409934_AR_0_QNZMMWPUNEXV.jpg
COURTS
Appeals court upholds dismissal of Boeing stock-drop case

A federal appeals court ruled that Boeing and its retirement plan executives didn't violate ERISA in the management of a company stock plan.

Chantal Sheaks
COURTS
DOL opposes arbitration in ERISA case

The Labor Department asked a federal appeals court to reject an ESOP defendant's request for arbitration in an ERISA dispute.

Regulation
Wilmington Trust to pay $80 million to settle EBSA probes

Wilmington Trust agreed to pay $80 million to 21 employee stock ownership plans for which it served as trustee to resolve multiple lawsuits.

COURTS
ESOP participants deal ERISA lawsuit to Casino Queen

Two participants in the Casino Queen Employee Stock Ownership Plan have filed a lawsuit against CQ Holding Co. alleging ERISA violations.

COURTS
Wilmington Trust settles ERISA suit, denies allegations

Wilmington Trust agreed to pay $19.5 million to settle an ERISA class-action lawsuit filed against the company while denying wrongdoing.

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October 23, 2023 page one

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  • Topics
    • Alternatives
    • Artificial Intelligence
    • CIOs
    • Consultants
    • Defined Contribution
    • ESG
    • Face to Face
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Partner Content
    • Private Credit
    • Pension Funds
    • Private Equity
    • Real Estate
    • Regulation
    • Special Reports
    • Washington
    • White Papers
  • International
    • U.K.
    • Canada
    • Europe
    • Asia
    • Australia - New Zealand
    • Middle East
    • Latin America
    • Africa
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Influential Women in Institutional Investing 2024
    • Eddy Awards
  • Resource Guides
    • Active Thematic Global Equities
    • Retirement Income
    • Fixed Income
    • Pension Risk Transfer
    • Pooled Employer Plans (PEPs)
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • ESG Investing | Industry Brief
    • Innovation in ESG Investing
    • ESG Rated ETFs
    • Divestment Database
  • Defined Contribution
    • Latest DC News
    • The Plan Sponsor's Guide to Retirement Income
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • DC Plan Design: Improving Participant Outcomes
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Research Center
    • The P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
  • Print