The ESOP Association

ESOP Association Resources

Chapter News, Resource
Sep. 30
Government Relations update; list of Upcoming Events; welcome to new member PDM; Member Spotlight on Commonwealth Electric of the Midwest.
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ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Corner, Selling an ESOP, Financial Literacy, Employee Ownership Foundation, Resource
Sep. 01

Employee Ownership Foundation launches new website.  
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Chapter News, Resource
Jun. 30
List of Upcoming Events; Government Relations update; recap of National Conference in Washington, DC.
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ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
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ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….

Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
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ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01

A recap of the 2019 National Conference in Washington, DC.  
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Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events. 
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, 1042, Related Party Deduction, Susan Collins, Kelly Ayotte, Gary Shorman, Ali Jamshidi, Missy Pieske
Jan. 07
ESOPS: A truly American invention.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Distribution Policy, Stock Drop, Tax Reform, ESOP Loan, ESOP PAC, Kelso Symposium
Jan. 01
Big changes, new programs are in store for TEA’s 2017 Annual Conference.
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Jun. 06
After a concerted effort, Congress and the Administration are persuaded to improve the 1996 Subchapter S ESOP Law, and beginning in 1998 it becomes allowable for Subchapter S Corporations to sponsor an ESOP. Previously, S-corporations could not sponsor ESOPs because qualified retirement plans could not own stock in the sponsoring company.
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