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The ESOP Association

ESOP Association Resources

Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Sep. 02
1974 - Modern ESOPs Are Born
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.