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The ESOP Association

ESOP Association Resources

Advocacy
Feb. 10
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Advocacy
Oct. 31
Election Day is November 8th, 2022, and it’s important that employee owners take the time to ensure their voice is heard when selecting our representatives in Washington, D.C. and in state houses and legislatures nationwide.  And while we often think or talk about election “day”, the reality is that your opportunity to vote extends well before election day.  In 2020, more than 91 million ballots had been cast by Halloween.  In the end, more than 154 million votes were cast in 2020, out of more than 257 million potential voters.
ESOP Report, Legal Update, Ownership Advantage, Foundation, EOF, Valuation, Resource
Nov. 01
A new era begins for Employee Ownership Foundation fundraising.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01

A recap of the 2019 National Conference in Washington, DC.  

ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Stock Drop Cases, Advocacy, Gary Shorman, Ali Jamshidi, Karen Ellis, DOL, Resource
May. 01

Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.  

ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Distribution Delays, Constellis, Advocacy, National Conference, Resource
Apr. 01
Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.
ESOP Report, Legal Update, Ownership Advantage, Washington Report, Wealth Distribution, Valuation, Social Media, Plan Records, Resource
Jan. 01

A pro-ESOP bill is introduced in the Senate.  

ESOP Report, Resource, Legal Update, Ownership Advantage, PBGC, Washington Report, ESOP PAC, Valuation, Lifetouch, Culture, AACE
Dec. 01
Deadlines loom for AACE and EOM Poster competitions.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, Economic Performance Survey, Valuation, Insufficient Assets, Employee Ownership Month
Nov. 01
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Valuation, Beneficiary Designation
Feb. 01
The Impact of Tax Reform on ESOP C and S Corporation Business Valuations.