The ESOP Association
ESOP Association Resources
May. 03
DOL Commits to Provide Long-Sought Regulatory Clarity with Stakeholder Input on the Valuation of Company Shares to be Bought by an ESOP
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
In a major victory for ESOPs, the U.S. Department of Labor earlier this month committed to move forward with a public notice and comment rulemaking on a key regulation the employee ownership community has sought since ESOPs were first created in 1974. The regulation will clearly define Adequate Consideration under Section 408(e) of the Employee Retirement Income Security Act of 1974 (ERISA), something The ESOP Association has long fought for.
May. 01
One of the key things needed for effective advocacy is a considered and well-thought-out agenda. Over the past year, The ESOP Association’s Public Policy Council (PPC), first constituted in 2021, has been engaged in an organization-wide effort to identify and expand on our agenda. Input from TEA members was solicited online, via town halls at TEA conferences, at chapter events, and through TEA’s Public Policy Council. We are pleased to now release the results of this process.
Chapter News, Resource
Jun. 30
List of Upcoming Events; Government Relations update; recap of National Conference in Washington, DC.
ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….
Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01
A recap of the 2019 National Conference in Washington, DC.
May. 24
The Main Street Employee Ownership Act is signed into the law, as part of the John S. McCain National Defense Authorization Act for Fiscal Year 2019. The law makes it easier for small companies to use the Small Business Administration’s 7(a) program to finance a transition to an employee-owned business, such as an ESOP.
Resource, Press Releases
May. 23
Congratulations to all our AACE winners and runners up - we had an incredible year for the AACE program with some of the best entries we have ever received. Thank you to our judges who took two days to fly to DC to judge the countless entries. We look forward to next year!
More than 250 Employees
Air Tractor (Olney, TX)
• Winner: Video
Burns & McDonnell (Kansas City, MO)
• Runner Up: Total Communications
• Runner Up: Series of Special Events
Resource, Press Releases
May. 23
Washington, DC, May 23, 2019 - Janet Edmunson, founder of JME Insights in South Portland, ME, has been named the 2019 Life Service Award winner by The ESOP Association. The Life Service Award honors individuals who’ve made a significant, long-term contribution to employee ownership and the ESOP community.