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The ESOP Association

ESOP Association Resources

Jun. 21
As spring starts to turn to summer with its warmer weather and longer days, it’s always great to spend time with friends, old and new. At TEA, this past spring was full of time spent engaging with our community at our many events and National Conference. 
Jun. 16
The ESOP Association’s National Conference offers a variety of great experiences – culture and communications presentations, roundtables to share and learn with your peers, and an awards ceremony celebrating the achievements of employee owners and professionals across our chapters.  But one other key piece of National Conference is advocacy.
Jun. 14
Lifetime Service Award
Cindy Turcot
Cindy is truly a force of nature – and a force for employee ownership. 
She has been with Gardener’s Supply Company for nearly forty years, serving as COO, President, and for the past two years as CEO and President. 
Jun. 07
Thank you to all the ESOPs and employee owners who joined us in Washington, DC, for TEA’s National 2023 Conference. 
From the feedback we received, it was one of our most fun and productive events in recent years! This year’s theme of Education, Advocacy and Community really hit the mark as we continue to promote education for ESOPs and employee owners at the National Conference. 
Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
Mar. 14
Washington, DC, March 14, 2022 - The ESOP Association and American Benefits Council jointly filed an amicus brief in the U.S. Court of Appeals for the Second Circuit in support of the belief that ESOP plans need, and have, the ability to require individual arbitration to resolve individual participant disputes.  A previous District Court ruling has the potential to eliminate individual arbitration, which would dramatically increase the litigation costs for companies with employee defined-contribution retirement plans, such as ESOPs and 401(k)s. 
Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
Mar. 01
Des Moines Iowa, March 1, 2022 –Today Iowa Governor Kim Reynolds returned to Library Binding Services (LBS Inc.), a 100% employee-owned business, to sign into law legislation to eliminate state taxes on retirement income, including taxes on Employee Stock Ownership Plans (ESOP) distributions.  This important change has the power to motivate more Iowa business owners to sell their businesses to their employees as a business succession plan.