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Individual Proposal

Ongoing ESOP Operations

The DOL Adequate Consideration Regulation

Tuesday, April 15, 2025
12:45 PM – 1:45 PM MST
Location: 250 DEF
CE: 1
CE Type: CLE, CPE, SHRM
Education Level: For All levels
At long last, the U.S. Department of Labor has introduced a Regulation on Adequate Consideration. This is a very important development for the ESOP community. The regulation will affect all ESOP transactions and annual valuations. This interactive session delves into the details of the regulation and discusses its pros and cons. br>NCEO Newsletter Article: Taking Stock: We Will Look Back at 2023 as a Turning Point

Learning Objectives:

  1. Understand the DOL's new Adequate Consideration Regulation.
  2. Understand the ways in which the regulation will impact ESOP transactions.
  3. Understand the ways in which the regulation will impact ESOP annual valuations.