40 Years of Experience

Category: ESOP News

ERISA v. State Law — When Two Worlds Collide

Gruber v. PPL Retirement Plan is a Pennsylvania federal district court case and, as such, it might not be on the radar screen of California family law attorneys. Yet, it usefully demonstrates how retirement plan officials might interpret a QDRO in light of transactions that were not contemplated when the QDRO was entered.

Continue reading

Sheryl Bayani-Alzona: ESOP Basics at NCEO

Sheryl Bayani-Alzona will be presenting ESOP Basics: What Do Employees Need to Know? at the National Center on Employee Ownership (NCEO) Seminar at the Ayres Hotel in Costa Mesa, California.

Date and Time: Thursday, September 26, 2013, 10:45 a.m.

Hope to see you there!

NCEO Seminar
Ayres Hotel
325 Bristol Street
Costa Mesa,

Continue reading