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The Employee Ownership Action Network (EOAN) is a free-to-join, grassroots advocacy movement for anyone with a stake in ensuring employee ownership continues to grow and thrive in the US.
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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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The Employee Owned Conference, attended annually by more than 2,000 employee-owners, thought leaders, and professional advisors, is the largest ESOP conference in the world.
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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
Dec. 29
The Consolidated Appropriations Act of 2023 (P.L. 117-328) includes the Worker Opportunity, Readiness and Knowledge (WORK) Act, sponsored by Senators Bernie Sanders (I-VT) and Jerry Moran (R-KS), which creates the Employee Ownership Initiative at the DOL to promote employee ownership and directs the DOL to provide formal guidance on the vital issue of properly valuing shares of company stock to be bought by an ESOP– a key rule long missing from the ESOP regulatory landscape. The law included new provisions allowing S corporation ESOPs limited use of section 1042 tax deferral.
Dec. 21
Happy Holidays from Your Friends at The ESOP Association!
The ESOP Report will return in early January 2023 with all the news, content, and announcements you expect from The ESOP Association.
The ESOP Report will return in early January 2023 with all the news, content, and announcements you expect from The ESOP Association.
Dec. 20
Congressional negotiators early this morning released the Consolidated Appropriations Act of 2023 which includes numerous top priority provisions sought by The ESOP Association on behalf of its membership.
Dec. 14
The ESOP Association released the following statement on the unexpected passing of Will Raap, a visionary leader in employee ownership, organic gardening, and locally sourced and sustainable food.
Dec. 07
The ESOP Association has been working with Congress during this congressional session on bipartisan retirement security legislation. That important legislation – which includes provisions that affect every ESOP and employee ownership in general – is being considered in the final days of the current Congress. If this bill, which was painstakingly negotiated and enjoys broad bipartisan support, doesn’t pass now, the entire legislative process must start over next year.
Employee Owned
Dec. 02
Thank you to the more than 2,000 employee owners and ESOP professionals who attended Employee Owned 2022 at Caesars Palace in Las Vegas!
Jun. 26
On June 22nd, the Small Business Administration (SBA) and Department of the Treasury released revisions to the interim final rule on forgiveness and the interim final rule on loan review procedures for PPP loans.
Jun. 24
Companies planning to re-open their doors have a new resource to help them: The Occupational Safety and Health Administration (OSHA) has released guidance employers should use when developing policies and procedures that ensure the safety and health of their employees.
Jun. 22
As companies re-open and the standards change for how to remain safe, communicating with employee owners will become even more important—and more challenging.
Program Research
Jun. 20
For nearly the last decade, the Employee Ownership Foundation has provided the funding necessary to collect data regarding employee ownership as part of the General Social Survey (GSS). This survey, and the data it produces, is considered the gold-standard for data used by academic researchers interested in studying the American population. The data is openly available and has subsequently been used by academics to better understand Americans’ attitudes toward employee ownership and the impact it has on their lives. This new report published by Dr. Joseph Blasi and Dr. Doug Kruse of Rutgers University analyzed the newest release of GSS data and observed the overwhelming and uniquely bi-partisan support for employee ownership across all demographics and citizen profiles.
Pagination
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