The ESOP Association

ESOP Association Resources

Mar. 14
The Department of Labor proposes regulations that would make advisors to ERISA plans—including ESOP appraisers—fiduciaries under ERISA. A grassroots effort on Capitol Hill helps ensure the new regulations would not adversely affect ESOPs and the “fiduciary rule” is rejected.
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Sep. 13
1981 tax law changes include a special level of new tax deductible contributions of 25 percent of pay, plus interest, for leveraged ESOPs.
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