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The DOL and IRS

The DOL and IRS

Overview


As the DOL’s fiscal year comes to a close, learn more about recent developments relating to ESOPs in the DOL and IRS at the upcoming National Center for Employee Ownership (NCEO) webinar featuring McDermott Will & Emery Partners Ted Becker, a former criminal defense attorney who negotiated the first Fiduciary Process Agreement with the DOL, and Julian André, a former Federal prosecutor who has handled high-profile cases. During this webinar, they will provide an inside perspective on defense strategies for those facing DOL and IRS attacks on ESOPs and guidance for the ESOP Community in the coming year.

Learning Objectives:

  1. Explain what the DOL and IRS are doing relating to ESOPs.
  2. Help those who are targets of the DOL and IRS defend investigations and audits.
  3. Provide a strategy for the ESOP community in the coming year.

This webinar is free to NCEO members. Not a member? Join today and gain access to future McDermott-hosted webinars.

Dig Deeper

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NCEO’s 2026 Annual Conference

New York, NY / PLI’s ERISA Plan Investments in the Financial Markets 2026: The Fundamentals / March 6, 2026

PLI’s ERISA Plan Investments in the Financial Markets 2026: The Fundamentals

New York, NY / Speaking Engagements / February 23, 2026

PLI's Corporate Governance – A Master Class 2026

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