The ESOP Association
ESOP Association Resources
Jun. 17
The Senate Finance Committee today released a summary of the Enhancing American Retirement Now (EARN)
Jun. 14
The United States Senate Health, Education, Labor, and Pensions (HELP) Committee has passed S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE and SHINE) Act, which includes significant provisions that promote ESOPs and require the U.S. Department of Labor (DOL) to provide regulatory guidance the Association has been seeking for more than four decades.
Jun. 07
Comment Letter Forewarns against Future Use of Proposed New Regs Against ESOPs; Requests the Department hold Public Hearings
Jun. 02
New legislation, titled the RISE and SHINE Act, is expected to be introduced into the U.S. Senate with significant provisions that promote ESOPs and requires the U.S. Department of Labor to provide long-needed regulatory guidance.
Jun. 01
Inside this Issue:
Message from the President
OH/KY Chapter Spring Conference Recap
TEA National Conference in DC Recap
Meet Your OH/KY Chapter Officers
New Member Highlight
Thank Our Sponsors
Pricing Power is Critical in Inflationary Environments
Message from the President
OH/KY Chapter Spring Conference Recap
TEA National Conference in DC Recap
Meet Your OH/KY Chapter Officers
New Member Highlight
Thank Our Sponsors
Pricing Power is Critical in Inflationary Environments
Chapter News, Resource
Dec. 31
A recap of the year’s events, including the addition of five new chapter members, a summary of chapter member visits to Capitol Hill, and a look at the chapter’s successful efforts to host the Midwest Conference.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Safe Harbor, Layoffs, EBSA, Economic Performance Survey
Dec. 01
Research shows that employee owned firms are dramatically better at retention.
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.
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.
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.