Executive Summary
On April 14, 2021, the DOL issued guidance on cybersecurity practices directed at plan sponsors, plan fiduciaries, record keepers, and plan participants. Cybersecurity has emerged as a growing concern in our personal and professional lives. The risks and associated costs of a cybersecurity incident are becoming increasingly central to company valuations as professionals look to find and measure potential threats faced by companies.
The ESOP Association
ESOP Association Resources
Mar. 24
1978
Mar. 17
It has been decades since we have seen the borrowing climate for deals change so sharply as it has recently outside of a recession. Financing for M&A and private equity transactions deteriorated dramatically through 2022, with third-quarter M&A financing down 70% from the previous quarter and buyout financing during the period less than half that completed in the first quarter.
1977
Mar. 10
Now ends the 2022 ESOP plan year and so begins a new year. With this annual cycle comes a myriad of contrasting economic, market, and other considerations that will influence new and existing ESOP valuations.
1976
Mar. 06
After several weeks of negotiations and sometimes very public political maneuvering, both the U.S. House of Representatives and the U.S. Senate have chosen their respective leaders and committee structures for the 118th Congress. Now that the dust has cleared and the business of Congress has begun, it is critical from an advocacy perspective to understand how ESOPs and the employee ownership community will be affected.
1987
Mar. 03
Recently, more than 60 volunteer leaders from TEA’s State and Regional Chapter Council (SRCC) journeyed to our nation’s capital for two days of strategic planning meetings at TEA headquarters in preparation for a busy 2023.
1975
Employee Ownership Month, Employee Ownership Foundation, ESOP Association, ESOP Blog, Resource, Employee Resources
Aug. 26
Let us help you spread the word on employee ownership this October.
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns:
She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns:
She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.
981
COVID-19, remote work, hoteling, third shift
Apr. 27
As companies mull how to return to work, they may want to consider ways that the workplace may need to shift and adapt to the COVID-19 pandemic. Here are some thoughts about how the future may look.
649
ESOP Blog, Resource, Government Affairs
Nov. 29
A quick glance at the results of the mid-term elections might leave one feeling that the ESOP community will face challenging days ahead. Certainly the retirement and defeat of key ESOP advocates in Congress—primarily in the House, where tax laws originate—pose a challenge. But there is good news too.
The "Bad" News
First, let’s look at the more challenging news.
We will lose some crucial, long-time ESOP Advocates next year.
The "Bad" News
First, let’s look at the more challenging news.
We will lose some crucial, long-time ESOP Advocates next year.
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