PLI’s Pension Plan Investments: 2018 Current Perspectives


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