ERISA Litigation and Employee Stock Ownership Plans: The Evolving Landscape of Claims Against Fiduciaries
A live 90-minute premium CLE video webinar with interactive Q&A
This CLE webinar will guide counsel on procedures and fiduciary responsibilities in employee stock ownership plan (ESOP) transactions and cover recent court rulings. The panel will discuss best practices in satisfying fiduciary duties in ESOP transactions, legal issues that arise, and lessons learned from recent cases to defend against and minimize litigation.
Outline
- Fiduciary duties, policies, and procedures of ESOP transactions
- Recent court rulings and developments
- Fiduciary review process: projections, documentation, and reliance
- Valuation considerations
- Best practices for defending and minimizing litigation
Benefits
The panel will review these and other key issues:
- Recognizing DOL standards for fiduciaries in ESOP transactions
- Understanding the necessary policies and procedures to be followed by trustees and other fiduciaries of ESOPs
- Lessons from recent ESOP litigation, including new theories of liability
- Proper documentation of valuation reports and other due diligence
- Critical steps during the fiduciary review process and avoiding litigation
Faculty

Sean Abouchedid
Principal
Groom Law Group
Mr. Abouchedid handles ERISA litigation matters in courts across the country. He has represented plan sponsors,... | Read More
Mr. Abouchedid handles ERISA litigation matters in courts across the country. He has represented plan sponsors, fiduciaries, and service providers in a variety of high-stakes disputes ranging from class action lawsuits to major federal agency investigations.
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Joseph C. Faucher
Director
Trucker Huss
Mr. Faucher has been litigating ERISA matters and other employee benefit related cases for nearly 30 years. His... | Read More
Mr. Faucher has been litigating ERISA matters and other employee benefit related cases for nearly 30 years. His ERISA litigation experience includes defending actions for breach of fiduciary duty against retirement plan sponsors, administrators, trustees and other fiduciaries, defending ESOP fiduciaries, and representing plans and administrators in claims for benefits against retirement plans, disability insurance plans, health insurance plans and life insurance plans.
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Early Discount (through 03/19/21)
Live Webinar
$297