Recent Developments Relating to the DOL and ESOPs | McDermott

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

Half Moon Bay, CA / Speaking Engagements / September 9 – 10, 2025

Institutional Investor 17th Annual DC Institute Half Moon Bay Symposium

Oxford, UK / Speaking Engagements / August 5 – 8, 2025

The Oxford Symposium on Employee Ownership

Chicago, IL / Speaking Engagements / June 3 – 6, 2025

2025 PLANSPONSOR National Conference

Webinar / Speaking Engagements / June 3, 2025

Beneath the Service: Administration Beyond the Distribution Policy

Chicago, IL / McDermott Event / June 3, 2025

Employee Benefits Hot Topics Roundtable & Happy Hour