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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.
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
Apr. 30
Palmer & Sicard visits Hypertherm for networking and an equipment demonstration; list of upcoming events; call to action for May visits to Capitol Hill. 
Chapter News, Resource
Apr. 30
Recap of the New England Chapter Spring Conference; congratulations to D.M.H. Electrical Contractors for becoming 100 percent employee owned; planning for Congressional visits during the Annual Conference in Washington, DC; list of upcoming events. 
ESOP Blog, Culture, Communications, National Conference, Keynote, Resource
Apr. 24
Frank Luntz, a world-renowned expert on business communication and political trends, will offer his unique insights on communicating in an employee owner setting at the National Conference in May.

ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Distribution Delays, Constellis, Advocacy, National Conference, Resource
Apr. 01
Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.
ESOP Blog, Resource
Mar. 14
For the second year in a row, corporate members of The ESOP Association appear to be managing their expenses extremely well, with resulting positive effects on profits and stock value.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Velazquez, Chabot, Minor Beneficiaries
Mar. 01
Pro-ESOP bill H.R. 5236 is passed quickly, unanimously by House committee.