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The ESOP Association

ESOP Association Resources

Jul. 05
Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit! 
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today. 
Here’s how last year’s attendees described the CEO Summit:
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Nov. 01
Time for change at the Department of Labor.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Repurchase Obligation Study, Tax Reform, Overvaluation
Sep. 01
SJE-Rhombus, 2017 ESOP Company of the Year.
Mar. 14
The Department of Labor proposes regulations that would make advisors to ERISA plans—including ESOP appraisers—fiduciaries under ERISA. A grassroots effort on Capitol Hill helps ensure the new regulations would not adversely affect ESOPs and the “fiduciary rule” is rejected.