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9 Jan 2018, 7:42 am by Greg Daugherty
By Greg Daugherty In recent years, the Department of Labor (DOL) has had a laser-like focus on valuation issues when privately held companies establish employee stock ownership plans (ESOP). [read post]
13 Nov 2017, 10:47 am by Greg Daugherty and Dave Tumen
By Greg Daugherty and Dave Tumen A week after telling everyone to “relax” about the proposed executive compensation changes in the Tax Cuts and Jobs Act, we have to admit that we have been watching anxiously as the proposed bills move through the legislative process. [read post]
7 Nov 2017, 7:58 am by Greg Daugherty
By Greg Daugherty Three games into the 2014 National Football League season, the Green Bay Packers had a 1-2 record. [read post]
8 Aug 2017, 8:42 am by Greg Daugherty and Seth Hanft
By Greg Daugherty and Seth Hanft While the fiduciary rule has received most of the attention in the world of ERISA as of late, a lesser known regulation that was finalized late last year also may require action by plan sponsors. [read post]
8 Aug 2017, 8:42 am by Greg Daugherty and Seth Hanft
By Greg Daugherty and Seth Hanft While the fiduciary rule has received most of the attention in the world of ERISA as of late, a lesser known regulation that was finalized late last year also may require action by plan sponsors. [read post]
1 Jun 2017, 8:52 am by Greg Daugherty
By Greg Daugherty Much has been written to speculate what may become of the Department of Labor’s (DOL) fiduciary rule. [read post]
1 Jun 2017, 8:52 am by Greg Daugherty
By Greg Daugherty Much has been written to speculate what may become of the Department of Labor’s (DOL) fiduciary rule. [read post]
15 May 2017, 9:22 am by Bob Tannous
By Bob Tannous Greg Daugherty, our colleague at Employee Benefits Law Report shared a post exploring whether or not the Department of Labor (DOL) under President Trump will continue to make employee stock ownership plans (ESOPs) a compliance priority. [read post]
15 May 2017, 9:22 am by Bob Tannous
By Bob Tannous Greg Daugherty, our colleague at Employee Benefits Law Report shared a post exploring whether or not the Department of Labor (DOL) under President Trump will continue to make employee stock ownership plans (ESOPs) a compliance priority. [read post]
15 May 2017, 7:41 am by Greg Daugherty
By Greg Daugherty One question that has been on the minds of plan sponsors is how aggressive the Department of Labor (DOL) under President Trump will be compared to that of President Obama. [read post]
15 May 2017, 7:41 am by Greg Daugherty
By Greg Daugherty One question that has been on the minds of plan sponsors is how aggressive the Department of Labor (DOL) under President Trump will be compared to that of President Obama. [read post]
6 Mar 2017, 10:51 am by Seth Hanft and Greg Daugherty
By Seth Hanft and Greg Daugherty While it took longer than many expected, the Department of Labor (DOL) issued a proposed rule that would provide a 60-day delay to the application of the new fiduciary rule and related prohibited transaction exemptions. [read post]
6 Mar 2017, 10:51 am by Seth Hanft and Greg Daugherty
By Seth Hanft and Greg Daugherty While it took longer than many expected, the Department of Labor (DOL) issued a proposed rule that would provide a 60-day delay to the application of the new fiduciary rule and related prohibited transaction exemptions. [read post]
6 Mar 2017, 10:49 am by Seth Hanft and Greg Daugherty
By Seth Hanft and Greg Daugherty While it took longer than many expected, the Department of Labor (DOL) issued a proposed rule that would provide a 60-day delay to the application of the new fiduciary rule and related prohibited transaction exemptions. [read post]
11 Jan 2017, 7:57 am by Greg Daugherty and Seth Hanft
By Greg Daugherty and Seth Hanft In the plan sponsor and financial adviser community, as 2016 gives way to 2017, all eyes will be on the Department of Labor’s (DOL) fiduciary rule. [read post]
11 Jan 2017, 7:57 am by Greg Daugherty and Seth Hanft
By Greg Daugherty and Seth Hanft In the plan sponsor and financial adviser community, as 2016 gives way to 2017, all eyes will be on the Department of Labor’s (DOL) fiduciary rule. [read post]
23 Aug 2016, 8:00 am by Greg Daugherty
By Greg Daugherty The Internal Revenue Service (IRS) recently published proposed regulations under Internal Revenue Code Section 409A. [read post]
23 Aug 2016, 8:00 am by Greg Daugherty
By Greg Daugherty The Internal Revenue Service (IRS) recently published proposed regulations under Internal Revenue Code Section 409A. [read post]
14 Jan 2016, 7:57 am by Greg Daugherty and Rich McHugh
By Greg Daugherty and Rich McHugh The Internal Revenue Service (IRS) issued guidance on Jan. 4, 2016, that clarifies certain implications of its previously announced changes to the employee plans determination letter program. [read post]
18 Nov 2015, 1:08 pm by Greg Daugherty
By Greg Daugherty ERISA fiduciaries of employee stock ownership plans (ESOPs) and plans with employer stock funds increasingly find themselves in a Catch-22. [read post]