New DOL Regulations May Bring Clarity to ESOP Valuation Process

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New DOL Regulations May Bring Clarity to ESOP Valuation Process

While a legal framework for employee stock ownership plans (ESOPs) was established by the Employee Retirement Income Security Act of 1974 (ERISA), formal guidance for determining the fair market value

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Changes to the 2023 Form 5500

The Department of Labor (DOL) released the final changes to Form 5500 relating to the September 2021 notice of proposed form revisions (NPFR) to amend Form 5500. The changes fall

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