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Tax Insurance Safeguards Tax Leaders’ Decisions

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Insights

There is always something exciting happening at Lockton. Here are just a few from our newsroom.

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New law provides clearer guidance for ESOP valuations, but risks remain

Key takeaways The Retire Through Ownership Act incorporates longstanding IRS valuation principles into ERISA, providing ESOP fiduciaries with a clearer valuation framework. Greater valuation certainty may strengthen defenses against litigation, but f …

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Webcast replay | Roadmap to resilience: Navigating the rise of AI-enabled cyber threats

As the cyber threat environment continues to grow in complexity and multiply in its perils, companies must think more about and devote more resources to protecting their networks, technology infrastructure, and employees, panelists on a recent Lockto …

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Tax Insurance Safeguards Tax Leaders’ Decisions

Every VP of Tax knows the feeling: the company has a strong tax position, it’s the right decision for the company and its shareholders, and the CFO and financial auditors agree. Still, uncertainty lingers— The regulations aren’t 100% clear on the is …

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20 years of excessive fee litigation: Lessons for plan sponsors and fiduciaries

Key takeaways Excessive fee litigation began as a novel legal theory against large retirement plans and has evolved into a durable litigation trend that affects companies big and small, as well as universities and nonprofits. While excessive fee cla …

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The trucking market turns a corner, with new risks ahead

Most people would like to forget the COVID-19 pandemic. Trucking companies, which enjoyed a surge in freight demand during the pandemic as people stuck at home bought goods online, would like to forget the years that followed. The freight recession f …

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Incident or accident? SB 1246 and the evolution of autonomous vehicle risk

For AV operators, the more important question is not simply what the law requires, but what it signals about the direction of risk, liability, and insurance in the autonomous mobility sector.   The AV industry has invested heavily in building safe, c …

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