Morgan Lewis

ESOP Compliance/Transaction Matters Publications of Interest

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11/03/11 Working with Banks in Hard Times, presented to The ESOP Association, Las Vegas, Nevada
05/17/11 S Corporation ESOPs - Legal Issues (an NCEO webinar)
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09/14/07 141 Morgan Lewis Lawyers Receive The Best Lawyers in America (2008)
141 Morgan Lewis lawyers have been recognized in The Best Lawyers in America 2008.
08/01/07 Former Treasury Department Official Joins Morgan Lewis’s Employee Benefits and Executive Compensation Practice
Morgan, Lewis & Bockius LLP is pleased to announce that Daniel L. Hogans, formerly an attorney-advisor in the Office of Benefits Tax Counsel at the U.S. Department of the Treasury, has joined the firm as a member of the Employee Benefits and Executive
04/09/07 ERISA Litigator Gregory Braden Joins D.C. Office of Morgan Lewis
Morgan Lewis is pleased to announce that Gregory Braden has joined the firm's Labor and Employment Practice. He will focus his practice on ERISA litigation as well as employee benefits issues, including employee stock ownership plan (ESOP) transactions.
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410 Publications Found
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11/03/11 Working with Banks in Hard Times, presented to The ESOP Association, Las Vegas, Nevada

Presentation | Speech
Scott Adamson

05/24/11 Handling the Repurchase Obligation: Legal Issues, presented for an NCEO Webinar

Presentation | Speech
Brian Hector

05/17/11 S Corporation ESOPs - Legal Issues (an NCEO webinar)

Presentation | Webinar
Brian Hector

04/29/11 Benefit or “B” Corporations: What Are They? Are They Right for You?, presented at the 25th Annual Ohio Employee Ownership Conference, Akron, OH

Presentation | Speech
Brian Hector

04/26/11 Becoming an S Corporation ESOP (an NCEO webinar)

Presentation | Webinar
Brian Hector

04/19/11 ESOPs & Government Contractors: A Winning Combination

Presentation | Webinar
Michael Holzman

04/14/11 Who Should Act as Your ESOP Trustee? Internal vs. External, presented at the NCEO/Beyster Institute Employee Ownership Conference, Denver, CO

Presentation | Speech
Brian Hector

11/09/10 Financing Alternatives for ESOP Companies, presented to The ESOP Association, Las Vegas, Nevada

Presentation | Speech
Scott Adamson

03/19/10 ESOPs Update, presented to the Employee Benefits Committe of the Chicago Bar Association, Chicago

Presentation | Speech
Brian Hector

03/18/10 ESOP Fiduciary Liability—Understanding the Risk and the Protection Available, presented at the 2010 Tri-State Regional ESOP Association, Pinehurst, NC

Presentation | Speech
Patrick Rehfield

03/10/10 Courts, IRS Weigh in on Mandatory Conversion of Terminated Participants’ ESOP Accounts

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits Practice

Plan sponsors of employee stock ownership plans (ESOPs) that have been submitted for a favorable determination letter know that the IRS is carefully reviewing plan provisions that provide for the mandatory conversion of a termin... more

02/04/10 When Representations Regarding the Financial Condition of the Plan Sponsor Become Actionable Under ERISA

LawFlash/Client Alert | Employee Benefits LawFlash
ESOP and Employee Benefits Practice

The U.S. District Court for the Northern District of California ruled in December 2009 that statements made by an officer of Delta Star, Inc. (Company) regarding the financial condition and anticipated performance of the Company... more

01/26/10 ESOP Hot Topics and Innovative Transactions, presented at the ESOP Association Mid-Atlantic Chapter Meeting, McLean, VA

Presentation | Speech
Michael Holzman

01/14/10 DOL Publishes Final Participant Contributions Regulation

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On January 14, the U.S. Department of Labor (DOL) published a final regulation on when participant contributions—amounts an employer has received from its employees or withheld from wages for contribution to an employee ben... more

01/14/10 DOL Releases Revised Model COBRA Notices, Additional Material

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

The Department of Labor (DOL) released revised model COBRA notices and additional supporting material (including FAQs) this week in response to the COBRA 65% assistance payment changes contained in the Department of Defense Appr... more

01/05/10 COBRA ARRA Extension: Better Late Than Never! Webinar

Presentation | Webinar
Saghi Fattahian, Andy Anderson

12/24/09 IRS Issues Final Regulations Governing Options Granted Under Employee Stock Purchase Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On November 16, the Internal Revenue Service (IRS) issued final regulations with respect to options granted under an employee stock purchase plan (ESPP) under Section 423 of the Internal Revenue Code (the Code). The IRS also is... more

12/23/09 RMG Finalizes 2010 Executive Pay Policy

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

A prior Morgan Lewis LawFlash addressed the proposed changes by RiskMetrics Group (RMG) (formerly Institutional Shareholder Services, or ISS) to its proxy advisory policies to be in effect for the 2010 proxy season. more

12/22/09 COBRA ARRA 65% Assistance Payment Eligibility, Duration Extended

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On December 19, President Obama signed the Department of Defense Appropriations Act 2010 into law, and as a result, extended the COBRA American Recovery and Reinvestment Act of 2009 (ARRA) 65% assistance payment provisions adopt... more

12/21/09 IRS Issues Final Regulations on Reporting Requirements for Incentive Stock Options and Employee Stock Purchase Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

On November 16, the Internal Revenue Service (IRS) issued final regulations relating to the reporting requirements under Section 6039 of the Internal Revenue Code (the Code) for incentive stock options (ISOs) and employee stock ... more

12/17/09 Healthcare Reform: Core Concepts for Employer Group Health Plans

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

While it is still too early to tell whether the healthcare reform bills on Capitol Hill will ultimately become law-or collapse into bitter recriminations-it is already possible to pick out the core employer group health plan con... more

12/10/09 Health and Welfare Plans: 2009 Year-End Review

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

While our nation's eyes are focused on Washington, D.C. and the continuing debate about healthcare reform, another year is drawing to a close-and there are many other developments that must be addressed by health and welfare pl... more

12/09/09 Executive Compensation and Equity Compensation Plan Issues for Consideration as 2010 Approaches

LawFlash/Client Alert | Employee Benefits LawFlash
Employee Benefits Practice

The following checklist describes important issues for consideration as 2009 comes ta close and we enter int2010. Though not exhaustive, this list is intended tprovide a reminder of some of the issues that will need tbe consider... more

12/09/09 Health and Welfare Year-End Webinar

Presentation | Webinar
Andy Anderson

12/01/09 A New Option for Private Equity Firms: ESOP-Owned S Corporations, The Journal (ACG Chicago)

Outside Publication | Article
David Ackerman

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