The ESOP Association
ESOP Association Resources
Resource, Press Releases
May. 23
Washington, DC, May 23, 2019 - Miklos Systems Inc. (MSI) of Fairfax, VA has won The ESOP Association’s highest corporate honor—the ESOP Company of the Year Award. The award honors a company that actively participates in the employee ownership community and that demonstrates a dedication to The ESOP Association’s vision of employee participation, wealth creation, and individual dignity and worth.
Resource, Press Releases
May. 23
Research released today by the Employee Ownership Foundation (EOF) and the Rutgers School of Management and Labor Relations at The ESOP Association's 42nd National Conference in Washington, DC shows that employee owned businesses enjoy uniquely broad support among Democrats, Republicans, and Independents.
ESOP Surveys, Resource, Benefits, Company Size, Diversification
May. 16
This survey of ESOP Association corporate members, conducted every five years, offers unique insights—including aggregated data on company size, benefits, diversification, and industries—into the ESOP community.
ESOP Blog, Employee Ownership Foundation, Wealth Inequality, Rutgers University, Resource
May. 04
There is new evidence that ESOPs can be a powerful mechanism for addressing wealth inequality in America. A study released today by the Rutgers Institute for the Study of Employee Ownership and Profit Sharing shows that ESOPs help families significantly increase their assets, thereby shrinking gender and racial wealth gaps.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Stock Drop Cases, Advocacy, Gary Shorman, Ali Jamshidi, Karen Ellis, DOL, Resource
May. 01
Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.
ESOP Blog, Resource
Dec. 21
Two organizations with significant pull in the business world are focusing their attention on the benefits that ESOPs and employee ownership can bring to disadvantaged communities.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
ESOP Brief, Dividends, 404(k), Resource
Dec. 20
There are various tax incentives to encourage companies to consider an ESOP. This Brief discusses an employer’s ability to use tax deductible funds to service ESOP debt and the advantages of deductible cash dividends.
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
ESOP Brief, Repurchase Obligation, Resource
Dec. 20
Both S corporation and C corporation ESOP companies must be prepared to pay cash equal in value to stock in a participant’s account, per ERISA distributions rules.