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Appraisals and ESOP Litigation: Top Ten Causes of Trustee Troubles
ESOPs. DOL. Disappointed participant. Investigation. Litigation. A recent survey of DOL litigation against ESOP fiduciaries proves that ESOP valuations are the focus of ESOP litigation. Some areas of valuation continue to engender controversy and more valuation issues are looming in the background. Gain confidence with insights from James Joyner in this practical, in-depth session that doesn’t dodge the hard questions. ESOP trustees, appraisers, advisors, and auditors will come away more prepared for their next ESOP engagement with a review of 10 controversial areas in valuation, plus a review of the recent cases, current insights, and new tactics. You won't want to miss this session!
IMPORTANT: Each Training Pack includes an MP4 video file, MP3 audio file, complete transcript, slide presentation in PDF format, and additional reading materials when available. Please note that Training Packs can take up to 4 weeks after the webinar to complete. Once available you will receive an email with a special link to download your Training Pack. If you are ordering a Training Pack after the 4 week window, the download link will be sent to you immediately via email. Please check your spam folder and add firstname.lastname@example.org to your "safe list" to ensure you receive your Training Pack.