The ESOP Association

ESOP Association Resources

Nov. 14
I’m sure you won’t be surprised when I make the statement “ESOPs are unique”.  An ESOP is not like other privately held companies, and it’s definitely not like a publicly traded company.  This is because ESOP employees are not just employees, they are also owners.  Owners expect (and deserve) different things from their company and likewise, the company should expect a different level of engagement when sharing ownership.
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Nov. 09
SYNTHETIC EQUITY SERIES – PART THREE OF THREE

This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs.  The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards.  The second article defined and described common forms of synthetic equity for 409(p) purposes.
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Nov. 07
Happy Employee Ownership Month! It’s a special time for a special community.  Employee owners nationwide celebrate with tremendous pride. It’s a great time to reflect on the 11 million-plus employee owners in America who not only enjoy the individual benefits that accompany employee ownership, but also the contributions to communities and the social good that employee ownership adds.  We know we have a cause worth celebrating but also one – in the very nature of employee ownership – worth sharing.   
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Nov. 02
From Oregon to Massachusetts and from Minnesota to Florida, TEA’s Chapter team logged some serious miles in October, hosting chapter and regional fall conferences across America.
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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.
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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.
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Chapter News, Resource
Jan. 31
Review of 2017 government relations efforts.
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ESOP Blog, Resource
Jan. 31
I am hearing increasingly from certain thought leaders that current ESOP laws do not create “good” employee ownership plans.

Anytime we ESOP advocates encounter someone who takes such a view of ESOPs, we need to ask ourselves, “Why does that person think ESOPs are not good employee ownership plans?” When we know the answer, we can counter the ESOP cynic’s point of view.

In my experience, there are three main criticisms of ESOPs. I’ll deal with each one in a separate blog post.

The first criticism maintains that ESOPs are bad retirement plans.
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Resource, Press Releases
Jan. 21
For more than 28 years, Employee Ownership Month has been an opportunity for ESOP (employee stock ownership plan) companies across the nation to educate employee owners and the public about the undeniable benefits of employee ownership for employees, their companies, their communities, and the nation.
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