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Thursday, September 17, 2026The Morning Brief →Sign in
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Berger Financial Group

In PWD coverage since September 17, 2026 · 2 stories
PWD coverage
RIA

House hands ESOP fiduciaries a valuation safe harbor, 401-14

Defined valuation standards strip out the litigation risk that has kept founder-led firms from using employee ownership as an exit.
policy · Sep 17The House just wrote the ESOP valuation rule the DOL never issued
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