Important changes—bringing you incredible opportunities to get engaged in public policy and advocacy—are taking place at your ESOP Association. Updates to TEA's governance coupled with a suite of new advocacy programs offer a path for members of all experience levels to get involved in ESOP advocacy. Get all the details in multiple articles in this month's ESOP Report.
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
The ESOP Association
ESOP Association Resources
Mar. 22
Marty Walsh, the two-term mayor of Boston, was confirmed as the Labor secretary by the Senate in a 68-29 vote on Monday, March 22, 2021.
Please see the ESOP Association's Official Statement for more on this news.
Please see the ESOP Association's Official Statement for more on this news.
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Mar. 22
Secretary Provides Responses to ESOP Questions During Confirmation Process
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Mar. 11
What value does control bring in an ESOP transaction or annual valuation? This brief offers discussion and analysis on this important topic.
This brief was updated in March 2021.
This brief was updated in March 2021.
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Mar. 09
Julie Su, current head of California’s Labor and Workforce Development Agency has been tapped by the Biden administration to be Deputy Labor Secretary under Labor Secretary Nominee Marty Walsh.
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Mar. 09
$1.9 trillion relief bill includes $1,400 checks, billions for vaccines, and money to reopen schools. Restaurant, airplane manufacturing, concert venue industries set to benefit most.
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Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events.
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Resource, ESOP Brief, ESOP Benefits, Succession Planning, Tax Benefits, Financing, Leveraged ESOP, Diversification
Jan. 29
A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.
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Resource, Press Releases
Jan. 21
The results of this year's Economic Performance Survey (EPS) show that, once again, companies belonging to the ESOP Association have experienced positive corporate performance.
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. This year, new data reveal a new facet of how ESOP (employee stock ownership plan) companies distribute those rewards.
Employee Owners Share the Rewards
Just as importantly, the EPS once again shows that when companies perform well, employee owners share in the rewards. This year, new data reveal a new facet of how ESOP (employee stock ownership plan) companies distribute those rewards.
Employee Owners Share the Rewards
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Press Releases, Resource
Jan. 21
The ESOP Association, the only organization that advocates on behalf of all ESOP companies, applauds Senators Pat Roberts (R-Kan.) and Ben Cardin (D-Md.) for introducing S. 177, titled The Promotion and Expansion of Private Employee Ownership Act. The bill is identical to S.
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