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The ESOP Association

ESOP Association Resources

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.  
ESOP Blog, Resource
Dec. 21
Two organizations with significant pull in the business world are focusing their attention on the benefits that ESOPs and employee ownership can bring to disadvantaged communities.
The Aspen Institute Economic Opportunities Program and the Rockefeller Foundation have been working jointly to explore and promote the use of ESOPs and employee ownership in Qualified Opportunity Zones. These 761 zones include distressed communities in all 50 states, the District of Columbia, and five U.S. territories.
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
ESOP Brief, Tax Benefits, 1042, Dividends, 404(k), 409(p), Resource
Dec. 17
S corporation election can result in substantial tax savings at the corporate level, but some factors may not make S election viable for all companies.
ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.