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The ESOP Association

ESOP Association Resources

May. 23
Inside this Issue:

Diamond Saw Works President & CEO Matt Sharpe Takes the Helm as the NY/NJ Chapter President
New York/New Jersey Chapter Awards
Upcoming Events
Chapter Membership Snapshot
Recap of Recent Events
2024 Chapter Officers
Executive Committee Volunteer Opportunities

Read the Full Issue >>
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March issue 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!
Inside this issue:
Nov. 24
Check out all the great information in the November issue of the ESOP Report, available exclusively to members of The ESOP Association!
Nov. 12
ESOP Association, Employee Ownership Foundation Announce Record-Breaking Fundraising Month During First Annual ESOPATHON
New Tradition Begins as October’s ESOPATHON Initiative Raises Critical Resources to Further the Cause of Employee Ownership
 
Nov. 11
The ESOP Association Announces AACE Awards Winners
Annual Awards Honor Excellence in Communications Across the ESOP Community
 
November 11, 2021, Las Vegas, Nevada – The ESOP Association today announced the winners of the Annual Awards for Communications Excellence (AACE) at a special event held during the Employee Owned 2021 conference at Caesars Palace in Las Vegas, Nevada.
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.