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A judge in the Western District of Virginia ruled that the ESOP at Sentry Equipment had overpaid for shares.

In Harris v GreatBanc, Judge Manuel Real of the U.S. District Court for the Central District of California dismissed the argument of the U.S. Department of Labor (DOL) that an indemnification provision violates ERISA.

In In re McKesson HBOC Inc. ERISA Litigation, No. C-00-20030 RMW, (U.S. Dist. Ct., 9/9/05), a U.S. district court rejected the arguments made in the Moench v.

In Binita L. Cook et. al. v. Boyd F. Campbell, No. 2:01cv1425-ID (M.D. Ala., May 5, 2008), a district court ruled that a previously decided ESOP case could not be reopened in light of the new legal standard set out in LaRue v.

In a decision that appears to the first of its kind for ESOPs, a district court has held that Michael New, an employee of Evolve Bank and Trust, can potentially be deemed personally to be a fiduciary for an ESOP in a disputed valuation case. In Hugler v.

We get a lot of questions here about all sorts of technical issues, and occasionally one stumps not just us but even some of the experts we ask.

In ESPPs Can Help Insulate Retirement Savings, Sara Kelly of Plan Sponsor magazine argues that, although employee stock purchase plans (ESPPs) are not retirement plans, they can

The NCEO is revising our book on incentive compensation plans, and we would love to hear from you about what your experiences, good and bad, have been. Any details of what has made plans succeed or fail would be much appreciated. We can keep your company's name anonymous if you prefer.

Veteran documentary filmmakers Mark Dworkin and Melissa Young are working on a film highlighting employee ownership.

The NCEO is putting together a resource on innovative wellness and health insurance programs in employee ownership companies. If your company has a program like this, we would love (and need!) to hear from you.