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June 2013 Wrap Up
We’re half way through 2013 which means a June re-cap. We highlighted some Chapter and member news. Publications Highlight: ESOP – The Concept. FASB approved indefinite deferral for ESOPs. A note about...
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Senator Kelly Ayotte Seeks Cosponsors for S. 273
On February 11, 2013, Senator Kelly Ayotte (R-NH) introduced S. 273, a bill to modify the definition of fiduciary under the Employee Retirement Income Security Act of 1974 to exclude appraisers of...
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AICPA Supports Bills to Block Change in DOL Fiduciary Rule for Appraisers of...
We received the following email from the American Institute of CPAs (AICPA) earlier this week and wanted to share. From their website, the AICPA is the world’s largest member association representing...
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July 2013 Re-Cap
It’s the 31st of July which means it’s time for the monthly link up. Tax Reform Update from July 3rd – Senate Opens Process to Decide What Tax Benefits to Keep Senator Kelly Ayotte Seeks Cosponsors for...
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Senators Send Letter to New DOL Secretary Regarding Proposed Rule on the...
On July 25, 2013, Senators Mitch McConnell (R-KY), John Thune (R-SD), Kelly Ayotte (R-NH), and Roy Blunt (R-MO), sent a letter to the just confirmed new Labor Secretary, Thomas Perez, about the...
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August 2013 Round Up of Links
It’s the last day of the month before a holiday which means it’s time for a link up of this month’s stories. See below for your refresher. Joining us in Vegas? Here’s what you need to know about the...
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September 2013, Update on the DOL
ESOP Association President, J. Michael Keeling, provides members with an update on the Department of Labor’s proposed regulation on the definition of fiduciary. For those interested, the letter from...
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News: Justice Department Asks Supreme Court to Reverse Circuit Courts’...
ESOP Association News The ESOP Association sent out the following press release. We are sharing with readers here. For Immediate Release: November 14, 2013 Justice Department Asks Supreme Court to...
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Reports are the Department of Labor Will Not Mandate ESOP Appraisers be ERISA...
On Monday, January 26, 2015, ESOP Association President, J. Michael Keeling, received a call from a senior official at the Department of Labor (DOL) regarding the proposed fiduciary rule noting it will...
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January 2015 Monthly Wrap-up
As it turns out, January was a busy month… We noted some upcoming events for February We reported that the Department of Labor will not mandate ESOP appraisers be ERISA fiduciaries The ESOP Association...
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