The ESOP Association

ESOP Association Resources

May. 09
The ESOP Association today announced the hiring of Erica Beck Spencer to lead the Association’s efforts to transform ESOP education and adult learning. In addition, The ESOP Association is announcing the development of new certification programs across several core ESOP disciplines that will become integrated into future National and Chapter events beginning in January 2026.
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May. 01
In this Issue: A Note from Our PresidentSpring Conference HighlightsFeedback and Observations from the PA/DE Spring ConferenceMake Your Voices Heard!Read full issue >>
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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.
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