ESOP Litigation Update and Evolving Trends in ESOP Valuations


Erin Turley and Allison Wilkerson spoke on ESOP Litigation Update and Evolving Trends in ESOP Valuations.

The panel discussed a number of recent ESOP cases brought by the DOL. The settlements in the matters provide insight into the DOL’s evolving analytical framework for ESOP. Bringing together observations from experienced ESOP transactional lawyers, valuation experts, and independent trustees, the panelists will discussed their thoughts and perceptions on the ever-changing legal landscape for ESOPs.

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