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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
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
May. 01
Welcome to your March issue of the ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
Inside this issue:
Jul. 29
Welcome to the July issue of the ESOP Report. This month we feature a lot of information about employee engagement, growing a culture, and resources to help your ESOP.
Jul. 21
Yesterday the House of Representatives passed H.R. 8294, a package of six fiscal year 2023 federal appropriations bills. The six-bill package includes the FY 2023 Financial Services and General Government funding bill, whose related agencies like the Small Business Administration have regulatory oversight of some ESOP-related issues, and which includes provisions that will directly impact ESOPs and employee ownership in America.
Aug. 26
The August ESOP Report is packed with content. The ESOP Report is a member benefit. If you, or someone you know, would like to receive a copy of the ESOP Report please join The ESOP Association.
Aug. 18
Dear Members of the Employee Ownership Community,
Thank you. Thank you for your continued support, participation, and engagement with the Association and your fellow employee owners nationwide for the last eighteen months. Our community has adapted, innovated, and led as our regular way of doing business transformed. We are proud of the role The ESOP Association has been able to play in informing, educating, and supporting our membership as we navigate these new challenges together.
Thank you. Thank you for your continued support, participation, and engagement with the Association and your fellow employee owners nationwide for the last eighteen months. Our community has adapted, innovated, and led as our regular way of doing business transformed. We are proud of the role The ESOP Association has been able to play in informing, educating, and supporting our membership as we navigate these new challenges together.
Jan. 18
A nationwide grassroots effort stops a push to limit the tax benefits of S corporations sponsoring ESOPs. Instead, Congress approves an initiative sponsored by The ESOP Association to expand the tax deduction paid on ESOP stock. Various pro-ESOP proposals become law upon enactment of the popular ERISA reform legislation. Notably, 80 percent of the members of key tax committees in the House and Senate take public positions in support of ESOPs.