Overview
Erin Turley will present “Current ESOP Practice and Litigation.”
Topics Include:
- Fiduciary concerns in the private ESOP context
- Recent ESOP DOL and private litigation
- Settlements in Acosta v. First Bankers Tr. Servs., Inc., and Acosta v. BAT Masonry
- Process steps for reliance on independent appraiser valuations
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