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Recent Developments Relating to the DOL and ESOPs

Recent Developments Relating to the DOL and ESOPs

Overview




There have been significant developments that could impact the future of Department of Labor (DOL) regulation, investigations, and litigation related to ESOPs. During a recent National Center for Employee Ownership (NCEO) webinar, Ted Becker and Julian L. André shared what ESOP fiduciaries, ESOP company directors and management, employees involved with the ESOP, and advisors need to know about these developments.

Learning Objectives:

  • Discuss recent changes within the DOL and its Employee Benefits Security Administration and how they could affect ESOPs.
  • Learn about the status of DOL regulation on adequate consideration.
  • Find out about the status of the DOL Employee Ownership Initiative.

Dig Deeper

Webinar / Speaking Engagements / November 18, 2025

PLI's Advanced Pension Plan Investments 2025

Las Vegas, NV / In-person / November 2 – 5, 2025

The ESOP Association's Employee Owned 2025 Conference

Washington, DC / Speaking Engagements / October 27 – 28, 2025

ABA's Health and Welfare Benefit Plans National Institute 2025

Webinar / Speaking Engagements / October 21 – 23, 2025

ERIC’s 2025 Virtual Policy Symposium

Webinar / Speaking Engagements / October 16 – 17, 2025

ALI CLE's Estate Planning for the Family