Employee Ownership Conference 2018

Partners Eliot Burriss and Erin Turley will be speaking at The National Center for Employee Ownership’s (NCEO) 2018 Employee Ownership Conference. As the nation’s premier gathering on employee ownership, the NCEO’s annual conference provides an ideal opportunity to learn, network, and share your knowledge with others, and is designed for anyone interested or involved in equity sharing as an effective business strategy, including company presidents, employee-owners, CEOs, executives, directors, managers, investors, and professional service providers.

Eliot Burriss will speak on ‚ERISA Litigation Primer: Key Lessons for ESOP Plan Sponsors‘. This session will introduce attendees to ESOP litigation including recent lawsuits, verdicts, reported opinions, and settlements. While key elements of ERISA fiduciary duties and related causes of action will be covered, emphasis will be placed on pre-litigation planning topics such as fiduciary insurance, plan governance, fiduciary decision-making, and documentation. Read more.

Erin Turley will speak on ‚Lessons for ESOP Fiduciaries from Recent Developments and Trends in ESOP Participant Lawsuits, DOL Investigations‘. The Department of Labor (DOL) and Internal Revenue Service (IRS) investigations into ESOPs can result in significant civil liability, penalties, and even possible criminal charges—this session will examine recent trends and developments in investigations, audits, and lawsuits involving ESOPs and identify key takeaways. Read more.