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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.
Does that sound like you?
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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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Featured Event
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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.
Upcoming events
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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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- About TEA
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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The ESOP Association
ESOP Association Resources
Apr. 21
Is your ESOP providing the promised employee motivation, enhanced customer satisfaction and improved profitability? If no, you’re not alone. While studies have demonstrated ESOPs can be powerful tools to strengthen company performance and employee morale and retention, these results are only achieved if stock ownership is combined with a strong employee-owned culture.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
Apr. 16
Canada’s employee ownership proposal, writes Graeme Nuttall and James Bonham, appears to ignore clear evidence of what has worked in the U.S. and U.K. — but there’s time to fix it.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
Apr. 14
DOL Commits to Provide Long-Sought Regulatory Clarity with Stakeholder Input on the Valuation of Company Shares to be Bought by an ESOP
Washington, D.C., April 14, 2023 – In a major victory for Employee Stock Ownership Plans (ESOPs), the U.S. Department of Labor has committed to move forward with a public notice and comment rulemaking on a key regulation the 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).
Washington, D.C., April 14, 2023 – In a major victory for Employee Stock Ownership Plans (ESOPs), the U.S. Department of Labor has committed to move forward with a public notice and comment rulemaking on a key regulation the 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).
Apr. 14
March was a busy month for TEA’s Chapter Program, which sprang into the new year with in-person conferences and events throughout the nation! In March alone TEA Chapter Officers, Programming Committees, and Chapter Executives hosted a total of 18 Chapter events, with more to come in April.
Apr. 07
Last year was an extraordinary year for the advocacy efforts of The ESOP Association. But like most good things, it took the work and resources of many to make it happen. I would like to take this opportunity to extend a most heartfelt word of gratitude to a handful of Association members who stepped forward last year to help fund a special working group project of the Corporate Council that will benefit the entire community.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Letitia James, Repurchase Liability, Cindy Turcot, ESOP Plan Design
Jun. 01
Can ESOPs help keep companies in business in New York City?
Sep. 13
1981 tax law changes include a special level of new tax deductible contributions of 25 percent of pay, plus interest, for leveraged ESOPs.
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