Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit!
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today.
Here’s how last year’s attendees described the CEO Summit:
The ESOP Association
ESOP Association Resources
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.
The "Bad" News
First, let’s look at the more challenging news.
We will lose some crucial, long-time ESOP Advocates next year.
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.
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.
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.