- The Hub
- Advocacy
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.
Does that sound like you?
- Membership
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.
- Events & Meetings
Featured Event
Registration Open!
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.
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.
- Store
- 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?
- Join TEA
The ESOP Association
ESOP Association Resources
May. 02
Over the past few months, The ESOP Association has been conducting an expansive market research study looking into attitudes toward ESOPs and employee ownership. Our goal for this ambitious project is to help ESOPs and professional service providers gain an edge in both internal and external communications through data-driven messaging that resonates with target audiences. We are just now starting to receive and analyze the results from this first-of-its-kind study, and we will release the initial findings and key takeaways at next week’s National Conference in Washington, DC.
Sep. 28
This is the first in a series of three articles regarding the preparation of the Section 409(p) test specific to S-Corporation ESOPs. Previously published articles have provided a general overview of how the test works and the dire consequences of failing the test, but this series will describe the mechanics and information required to perform the test.
Sep. 22
Notice to Taxpayers is Heavy on Innuendo, Light on Specifics
On August 9, the Internal Revenue Service issued a statement suggesting a greater focus in the next year on S-Corp ESOPs and tax compliance, particularly for companies with a parent holding or management company structure and certain owner finance arrangements. While very short on specifics, the IRS communication appears to be driven by aggressive marketing of ESOP plans by some, although the IRS provides no specific examples of where an ESOP has been used in the manner they suggest.
On August 9, the Internal Revenue Service issued a statement suggesting a greater focus in the next year on S-Corp ESOPs and tax compliance, particularly for companies with a parent holding or management company structure and certain owner finance arrangements. While very short on specifics, the IRS communication appears to be driven by aggressive marketing of ESOP plans by some, although the IRS provides no specific examples of where an ESOP has been used in the manner they suggest.
Sep. 18
In early August, judges convened at The ESOP Association’s headquarters in Washington, DC, to review all entries submitted for the 2023 Annual Awards for Communications Excellence, or the AACE Awards.
The competition for this year’s AACE Awards was fierce, with ESOPs submitting more exceptional entries than in 2022, making the judges’ job much harder. Entries are accepted from TEA members divided into two categories:
The competition for this year’s AACE Awards was fierce, with ESOPs submitting more exceptional entries than in 2022, making the judges’ job much harder. Entries are accepted from TEA members divided into two categories:
Sep. 08
Employee Ownership Foundation’s New ESOP Employee Accelerator Program Teaches Lifelong Business & ESOP Knowledge, Helps Employees Think and Act Like Owners
Apr. 28
Shortly after college, what started as a casual interest in employee ownership, turned into a lifetime career and journey that has paid many dividends to me as well as other employee owners.
Apr. 28
We’re only three weeks away from TEA National Conference 2023, the premier event for ESOP culture, communications, and advocacy!
Planning on joining us in Washington, DC but haven’t registered yet? Please sign up today as we are getting close to capacity for this unique annual event that combines our world-class education and networking with political action and the opportunity to meet your members of Congress.
Planning on joining us in Washington, DC but haven’t registered yet? Please sign up today as we are getting close to capacity for this unique annual event that combines our world-class education and networking with political action and the opportunity to meet your members of Congress.
Apr. 21
Is your ESOP providing the promised employee motivation, enhanced customer satisfaction and improved profitability? If no, you’re not alone. While studies have demonstrated ESOPs can be powerful tools to strengthen company performance and employee morale and retention, these results are only achieved if stock ownership is combined with a strong employee-owned culture.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
It’s never too late to start or improve the tools you use to get the most out of shared ownership.
Apr. 16
Canada’s employee ownership proposal, writes Graeme Nuttall and James Bonham, appears to ignore clear evidence of what has worked in the U.S. and U.K. — but there’s time to fix it.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
We have witnessed a recent surge in business transitions toward employee ownership in both the United Kingdom and the United States.
Apr. 14
March was a busy month for TEA’s Chapter Program, which sprang into the new year with in-person conferences and events throughout the nation! In March alone TEA Chapter Officers, Programming Committees, and Chapter Executives hosted a total of 18 Chapter events, with more to come in April.
Pagination
- Page 1
- Next page