The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Washington Report, Jodi Lamb, Kevin Korenthal, ESOP Contributions, Allocations, Nydia Velazquez, ESOP PAC, SRCC Meeting
Jan. 30
ESOP Association makes a strategic investment in chapter support. 
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ESOP Report, Legal Update, AACE, Ownership Advantage, S 177, HR 2258, ESOP Transactions, CEO
Jan. 07
ESOP Association launches a new member database and new website.
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Chapter News, Resource
Jan. 01
Letter from the past and incoming presidents; annual government relations recap; chapter activities recap; featured members; new members; list of upcoming events and award programs. 
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ESOP Blog, Resource, Government Affairs
Nov. 29
A quick glance at the results of the mid-term elections might leave one feeling that the ESOP community will face challenging days ahead. Certainly the retirement and defeat of key ESOP advocates in Congress—primarily in the House, where tax laws originate—pose a challenge. But there is good news too.

The "Bad" News

First, let’s look at the more challenging news.

We will lose some crucial, long-time ESOP Advocates next year.
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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.
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Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events. 
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, 1042, Related Party Deduction, Susan Collins, Kelly Ayotte, Gary Shorman, Ali Jamshidi, Missy Pieske
Jan. 07
ESOPS: A truly American invention.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Distribution Policy, Stock Drop, Tax Reform, ESOP Loan, ESOP PAC, Kelso Symposium
Jan. 01
Big changes, new programs are in store for TEA’s 2017 Annual Conference.
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Sep. 02
The Employee Retirement Income Security Act (ERISA) passes to address public concern that private pension plan funds were being mismanaged, and officially recognizes employee stock ownership plans (ESOPs). While employee ownership and equity (stock) plans have existed prior to this point, ERISA launches them formally as qualified retirement plans (QRPs) under federal law thereby subjecting them to regulation by the U.S. Department of Labor and the IRS.
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