ESOP Advocacy Issues | The ESOP Association

Policy Papers

Access to Capital a Barrier to ESOP Creation

Limits on ESOP Contributions IRS Section 404 and 415

Lifetime Income Disclosure Requirement

Contract Assistance Program Eligibility for ESOP-Owned Companies

Regulatory Clarity from Department of Labor on Good Faith Effort in Valuing ESOP Transactions

Policy Asks

Cosponsor the bipartisan American Ownership and Resilience Act (AORA) to help provide access to private capital to promote employee ownership

Remove ESOP plans and plan participant contributions from calculations under IRS sections 404 and 415

DOL Must Clarify, Streamline and Publish a Single, Clear Rule for ESOP Trustees to Fulfill Good Faith Effort Requirement