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Private Wealth Daily
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ESOP Association

In network coverage since September 17, 2026 · 5 stories
Network coverage
Policy & ERISA

Trump signs ESOP valuation bill with good-faith defense for fiduciaries

Fiduciaries who rely in good faith on an independent appraisal under IRS Revenue Ruling 59-60 get a statutory defense; the House passed the Senate text 401-14 in September 2026.
Succession & selling a firm · Sep 17ESOP bill clears the House; exit advice gets a rulebook
Policy & ERISA · Sep 17ESOP valuation bill reaches the president with a good-faith defense
RIA · Sep 17House hands ESOP fiduciaries a valuation safe harbor, 401-14
Policy & ERISA · Sep 17The House just wrote the ESOP valuation rule the DOL never issued
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