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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
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The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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May. 03
DOL Commits to Provide Long-Sought Regulatory Clarity with Stakeholder Input on the Valuation of Company Shares to be Bought by an ESOP
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
May. 01
One of the key things needed for effective advocacy is a considered and well-thought-out agenda. Over the past year, The ESOP Association’s Public Policy Council (PPC), first constituted in 2021, has been engaged in an organization-wide effort to identify and expand on our agenda. Input from TEA members was solicited online, via town halls at TEA conferences, at chapter events, and through TEA’s Public Policy Council. We are pleased to now release the results of this process.
Employee Ownership Month, Employee Ownership Foundation, ESOP Association, ESOP Blog, Resource, Employee Resources
Aug. 26
Let us help you spread the word on employee ownership this October.
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns:
She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns:
She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.
Aug. 10
Rutgers University School of Management and Labor Relations' Kelso Fellows, supported by The Employee Ownership Foundation (EOF) have released the results of their nationwide ESOP survey. To see the results please visit the EOF website: https://employeeownershipfoundation.org/foundation-research.
Aug. 03
In this month's edition of your member newsletter, read about an exciting new bill that can help promote ESOP expansion, , a new research project funded by the Employee Ownership Foundation and that is seeking ESOP companies to participate, updated plans for judging the AACE and Employee Ownership Month competitions, new networks on The HUB, final electronic disclosure regulations from the Department of Labor, and more.
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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