See a recap of the recently concluded ESOP 2020 conference, read about the ESOP champions in Congress we helped return to office and those who won't be back in 2021, learn how resent survey results will make our advocacy efforts easier, and more in this issue of the ESOP Report. Plus, get the new mailing address for The ESOP Association and the Employee Ownership Foundation.
The ESOP Association
ESOP Association Resources
Nov. 18
View this deck for an overview of potential contenders for positions in Biden's cabinet.
Nov. 13
The latest election data from The ESOP Association including:
An Elections Dashboard with detailed election breakdown.
A High Level Trends document.
An Elections Dashboard with detailed election breakdown.
A High Level Trends document.
Nov. 05
As the results of the election continue to unfold, we have gathered information in key areas for our members. See the updated resources in the right hand column of this article for:
Nov. 04
As the results of the election continue to unfold, we have gathered information in key areas for our members. See the resources in the right hand column of this article for:
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Repurchase Obligation Study, Tax Reform, Overvaluation
Sep. 01
SJE-Rhombus, 2017 ESOP Company of the Year.
Feb. 01
Despite strong pressure to find ways to pay for a new tax cut, The ESOP Association and its partners successfully fight to keep ESOP tax benefits intact.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Control Premiums, ESOP Loan, Fiduciary Rule, Gary Shorman, Butler, Becker
Feb. 01
A cure for political disagreement.
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.