ESOP Association Resources

Inside this Issue: A Note from Our PresidentSpring Conference Photos

Welcome to Volume 41, Issue 4 of the ESOP Report This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

Daniel Aronowitz, Assistant Secretary of Labor and the head of the Employee Benefits Security Adm

Washington, DC – The U.S.

Welcome to Volume 41, Issue 3 of the ESOP Report This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

In this Issue:Meet Your Chapter RepresentativesLaunch of ESOP Roundtables

In this Issue:3rd Annual ESOP Advocacy Day2026 Spring Conference Overview

The House Education and Workforce Committee today held a markup to debate and pass the ERISA Litigation Reform Act (HR 6084), a bill that would protect employee retirement savings from predatory lawsuits targeting ERISA-regulated plans, including ESOPs.

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.