Issues for 401(k) Plan Sponsors with Employer Stock Investment Funds

November 04, 2014

On November 4, 2014, Morgan Lewis presented the final installment of our 2014 Plan Sponsor Basics webinar series, which focused on the issues that many plan sponsors face in the design and operation of their retirement plans.

This one-hour webinar discussed important issues to consider for

401(k) plans with employer stock investment funds. Topics included:

  • “Hard wiring” of employer stock investment funds
  • Recent case law developments
  • Dividend tax deductions that may be available for employee stock ownership plans
  • Considerations for plan fiduciaries

View the presentation >