Day: April 27, 2026
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What New DOL Guidance Means for ESOP Valuations—and Why It Matters Now
Authored By: Pat Lowry For years, ESOP transactions have operated under a consistent backdrop of regulatory and legal scrutiny—especially around trustee independence, fiduciary processes, and transaction fairness. For trustees, fiduciaries, and business owners, valuation challenges remain a key concern. In April 2026, the DOL’s Employee Benefits Security Administration (EBSA) outlined updated enforcement priorities that point…
