Help - Search - Members - Calendar
Full Version: Participant Info Request
BenefitsLink Message Boards > Retirement Plans > Employee Stock Ownership Plans (ESOPs)
dw24a
is a participant in a closely held esop entitled to receive a copy of the independent stock valueation reports used to annually establish esop stock value?
QDROphile
That is controversial. At least one court has ruled that the valuation is a "plan document" to which particpants are entitled. The circumstances may be important, and the plan or the employer may be able to obtain protective restrictions even if the information has to be produced.
This is a "lo-fi" version of our main content. To view the full version with more information, formatting and images, please click here.
Invision Power Board © 2001-2012 Invision Power Services, Inc.