Skip to main content

Top Header Links

Information for
Local Chapters

User Menu (Anonymous)

Login

The Hub
Advocacy
Find My Representative
Not sure of your congressional district or who your Member of Congress is? This service will assist you by matching any US address to your congressional district. Just click the button below to get started.

Find My Representatives
Advocacy Academy
Advocacy Issues
ESOP Congressional Champions
ESOP Advocacy Day
Employee Ownership Action Network
ESOP Ambassadors
ESOP PAC
Public Policy Council
Corporate Council
Membership
What Our Members Have to Say

“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
Learn More About Membership
Membership Categories & Dues
Corporate Member Directory
Professional/Educational Member Directory
Exclusively for Members
ESOP Association Awards
Advisory Committees
Events, Meetings & Webinars
Chapters
TEA Business Solutions
Events & Meetings
Featured Event
Wed, 11/08/2023 - 09:00

Registration Now Open
Join us in Las Vegas for the largest ESOP conference in the world! Collaborate, network, and attend multiple learning tracks designed to help you get the information you need.
Learn More!
National & Regional Conferences
Great Lakes Regional Conference 2023
ESOP Employee Accelerator
Employee Owned 2023
Leading in an Ownership Setting 2023
The Professionals’ Forum
TEA National Conference
CEO Summit
See All Association Events
ESOP Association COVID Vaccine Policy
Upcoming events
September 27 - 29, 2023 - California/Nevada Chapter - 2023 Annual Conference
September 28 - 29, 2023 - Mid-Atlantic & Carolinas - 2023 Fall Conference
October 04 - 05, 2023 - New England Fall Conference 2023
October 04, 2023 - Iowa/Nebraska Chapter 3rd Annual Cedar Rapids ESOP Social
October 10 - 11, 2023 - Southeast Chapter 2023 - Fall Conference and Roundtables
Resources
The #EO Solution

The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
Learn More
ESOP Association Resources
Blog and News
ESOP Reports
ESOP Briefs
ESOP Surveys
Press Releases
Washington Alerts
ESOP Videos
ESOP Store

Forming an ESOP - A New Video Series on Business Succession Planning

Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
Learn More >
Store
About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
What is an ESOP?
What is an ESOP
TEA Leadership
TEA Staff
Employee Ownership Month (EOM)
Careers at TEA
Employee Ownership Foundation (EOF)
Join TEA

Information for
Local Chapters

Login

Home
ESOP Brief #19 - ESOP Fiduciary Rules

ESOP Brief

ESOP Brief #19 - ESOP Fiduciary Rules

Dec 06

The ESOP Association

A guide to the ERISA rules all ESOP fiduciaries need to know to fulfill their obligations.

Related Articles

Resources

esop-brief-19-final.pdf

Related Topics

Fiduciary Liability

Explore Employee Ownership

Employee ownership has its roots in the colonial times during the foundation of America. Learn about some of the major milestones and accomplishments throughout history. >

A Foundation for the Future

Employee ownership is an extraordinary opportunity that should be available to everyone. Learn how the Employee Ownership Foundation is working to advance employee ownership in America. >

Get More From Your Membership

From Capitol Hill to your next staff meeting learn how TEA is working to make your membership work for you. >

202.293.2971

1.866.366.3832

esop@esopassociation.org

200 Massachusetts Avenue NW

Suite 410

Washington DC, 20001

Social links