Our speakers are ready to offer practical and actionable guidance on incorporating recent case law developments into the design of your ESOP plan documents and benefit distribution policies. In this session, we'll provide valuable insights into transaction structuring to leverage holdings from recent ESOP court cases to your advantage. Furthermore, we'll delve into recent regulations and rulings from the IRS and DOL as they pertain to ESOPs. This session is your opportunity to stay informed about the latest legal developments and ensure that your ESOP is in compliance while optimizing its benefits. Join us to gain a competitive edge in ESOP planning and management.
Learning Objectives:
Define ESOP plan document improvements based on changing legal developments.
Implement transaction design changes to better protect fiduciaries in transactions.
Safeguard plan fiduciaries making decisions that impact the ESOP benefit distribution process.