The ESOP Association
ESOP Association Resources
May. 03
DOL Commits to Provide Long-Sought Regulatory Clarity with Stakeholder Input on the Valuation of Company Shares to be Bought by an ESOP
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
May. 01
One of the key things needed for effective advocacy is a considered and well-thought-out agenda. Over the past year, The ESOP Association’s Public Policy Council (PPC), first constituted in 2021, has been engaged in an organization-wide effort to identify and expand on our agenda. Input from TEA members was solicited online, via town halls at TEA conferences, at chapter events, and through TEA’s Public Policy Council. We are pleased to now release the results of this process.
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.
Feb. 01
Despite strong pressure to find ways to pay for a new tax cut, The ESOP Association and its partners successfully fight to keep ESOP tax benefits intact.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Control Premiums, ESOP Loan, Fiduciary Rule, Gary Shorman, Butler, Becker
Feb. 01
A cure for political disagreement.