The ESOP Association
ESOP Association Resources
Jan. 29
A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners. At most ESOP companies, a small group of employees, such as the CEO and CFO, regularly interact with the trustee through their functional roles, but otherwise employees don’t naturally interact with or get to know the trustee in the normal course of business.
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Jan. 29
The ESOP Association’s 19 chapters offer events throughout the year, providing essential learning and networking opportunities for ESOPs, employee owners, and professionals. Whether you’re looking to expand your knowledge, connect with peers, or gain insights from industry experts, the Association’s chapter events offer something for everyone.
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Jan. 29
Highly Engaged Chapter Leadership Teams Helping Drive Innovation & Growth at TEAThe ESOP Association's chapter structure, established in 1986, is a key element of our organization's strength. Comprised of 19 chapters across all states and regions of the U.S., TEA’s chapters are led by dedicated volunteers who play a vital role in advancing employee ownership.
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Jan. 29
The ESOP Association’s National Conference, held in Washington, DC each May, is not just a great opportunity to bolster your ESOP education, it’s also a vitally important opportunity to share your voice with Congress. While advocacy is important year-round, the stakes for ESOPs couldn’t be higher in 2025. The federal government, including both the U.S. Department of Labor and Congress, are working on issues that will affect ESOPs for years to come, and your voice has never been more important.
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Jan. 29
Washington, DC is a town with a lot of sayings borne from the hard-earned political wisdom one acquires working here. Recently, with the release and withdrawal of the Biden Administration’s ideas of what constitutes Adequate Consideration for ESOPs, two of those sayings come to the top of my mind.First, if you like laws or sausages, don’t watch either being made. And, another favorite: How do you eat an elephant? One bite at a time.
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Jan. 29
Welcome to your January issue of the ESOP ReportThis month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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Jan. 20
Executive Action Pauses, and May Potentially Withdraw, the Announced Adequate Consideration Rule and Safe Harbor Exemption for ESOPs Washington, D.C. – In one of the first actions of the Trump presidency, the White House has announced a pause on all proposed regulations from the Biden Administration that have yet to be finalized. The moratorium effectively freezes pending Executive Branch agency regulations.
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