The ESOP Association

ESOP Association Resources

Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
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Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
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Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
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May. 28
The emotional toll that the COVID-19 pandemic is having on Americans is becoming increasingly and alarmingly clear. New information suggests that ESOP companies may want to train an especially keen eye on the well-being of their employee owners.
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May. 06
An agreement between Wilmington Trust and the DOL pays funds to ESOPs and includes costs for penalties and legal fees.
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ESOP Blog, Resource
May. 18
On May 10, the prestigious Aspen Institute held a panel discussion on employee ownership that was attended by individuals and groups involved in policy making and thought leadership. The ESOP Association assisted in gathering potential speakers.

The event featured a visit from Rep. Erik Paulsen (R-MN), and a four-person panel representing corporate members of The ESOP Association. The panelists included:
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