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The ESOP Association

ESOP Association Resources

Nov. 28
This month's issue of the ESOP Report includes a recap of the 2022 Employee Owned Conference with a special feature on the 2022 AACE Award Winners.
Nov. 16
The AACE Awards honor and celebrate the year’s greatest achievements in ESOP and employee ownership communications.  Communicating and engaging with our employee owners is essential to a company's success.  The AACE program has highlighted the most innovative, and best, practices nationwide.
The ESOP Association recognizes the ESOPs leading the way in communicating with employee owners, our communities, our elected officials, and other major stakeholders. This year’s winners displayed amazing creativity. 
Jan. 28
The Pennsylvania State house has passed HB 285 which would permit the deferral of taxation on a lump-sum distribution from Employee Stock Ownership Plans (ESOP). The legislation, sponsored by Rep. Daryl Metcalfe (R-Butler), puts the state on par with the rest of the nation and allows certain business owners who sell stock to an Employee Stock Ownership Plan (ESOP) to defer capital gains taxes collected at the sale of the business.
Jan. 27
Welcome to the first ESOP Report of 2022. Each month the ESOP Report is sent to TEA Members to keep them apprised of the latest topics, trends, news, and events in our community. 
Jan. 07
January 2022 Hawaii Chapter of The ESOP Association's Name in the Newsletter winner, Chapter Awards, letter from the Chapter President, ESOP Focus & More!
Jan. 05
Looking for a good winter brew? Look no further than these seasonal beers from a few of our favorite ESOP Breweries.
Jan. 03
National, Regional, and Chapter Meetings Happening All Year!
Sep. 02
The Employee Retirement Income Security Act (ERISA) passes to address public concern that private pension plan funds were being mismanaged, and officially recognizes employee stock ownership plans (ESOPs). While employee ownership and equity (stock) plans have existed prior to this point, ERISA launches them formally as qualified retirement plans (QRPs) under federal law thereby subjecting them to regulation by the U.S. Department of Labor and the IRS.