ESOP Association Resources

We are proud to share that Lochmueller Group has been named one of the 2026 Best Places to Work i

For some ESOP companies, statement release season is nothing more than a routine.

California/NevadaEmployee Owner of the YearJennifer Pierce

The Hub connects ESOP companies, employee owners, and ESOP professionals in one secure, members-o

On May 6, members of The ESOP Association will have meetings on Capitol Hill to communicate a sim

When Daniel Aronowitz appeared before the U.S.

Last week was exciting for the Employee Benefits Security Administration (EBSA) and for The ESOP

Raymond James is expanding the capabilities of its Investment Banking division by hiring Mark Buchanan to establish the firm’s ESOP Advisory practice. Buchanan will lead all ESOP-related M&A transaction advisory and execution efforts for its privately held institutional clients and support the firm’s financial advisors and their business-owner clients seeking ESOP-related expertise.

Taxes are never a topic people like to discuss, or if they do, it’s rarely a fun topic. Many sellers choose the ESOP alternative, at least in part, because of the tax benefits the option provides.

In a perfect world, all ESOP participants will complete a valid beneficiary designation form and update their designation when necessary due to life changes, i.e. marriage, divorce, etc. Unfortunately, the world is not perfect, and ESOP companies may have a participant who passed away without a valid designation in place. If this happens, it is important for you to know how to determine the proper beneficiary for the participant.