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What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
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Featured Event
Registration Open!
With new, groundbreaking research to help strengthen your value proposition, concurrent sessions offering continuing education credits, and lots of networking/social opportunities, Washington DC is the place to be in May!
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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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.
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. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
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. We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
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.
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.
ESOP Blog, Resource
Jul. 31
You can never have too many friends in Congress. Politics is inherently changeable, and while it may seem that members of Congress have a job for life, in every session many are replaced—sometimes unexpectedly.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Some announce their retirement while others are defeated in primaries or elections. Some resign for health concerns and some leave for other factors entirely. Whatever the reason, a significant number of elected officials don’t return the following session.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP PAC, Former Employee
Jul. 01
The ESOP Association takes ESOP advocacy overseas.
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.