The ESOP Association

ESOP Association Resources

Sep. 26
Federal agencies have established policy to encourage government contracting with Minority Business Enterprises (MBEs), Women Business Enterprises (WBEs) and Disadvantaged Business Enterprises (DBEs).[1] Entities that are certified DBEs typically earn a significant amount of revenue that they may not otherwise earn because of DBE certification.  Yet, DBEs face succession planning issues just like non-DBEs.  That raises a question:  If a DBE becomes ESOP-owned, will it be able to retain DBE status and continue to receive the benefits that come from DBE certification?
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Sep. 24
This year, TEA has been securing vital advancements to our policy agenda thanks to the unprecedented efforts of our members. It's easy to see that when our members engage and advocate for the ESOP community, legislative results are not far behind. Here is an overview of the record-breaking engagement of TEA members and the Congressional actions that followed.  
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Sep. 19
Mutual membership benefits will be extended across bordersNew Canadian Employee Ownership Trusts to be featured in full program track at Employee Owned 2024 in Las Vegas this November
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Sep. 12
For the last three years, the Employee Ownership Foundation has been proud to convene global thought leaders at the Oxford Symposium on Employee Ownership in the United Kingdom.  In 2024, in a testament to the event’s growing importance in expanding employee ownership around the world, the Symposium saw a record number of attendees from 23 countries across five continents.  
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Sep. 10
As we head into September, ESOPs across America begin to gear up in earnest for October and Employee Ownership Month. It’s always heartening to see the energy and enthusiasm on display during EOM, as our community celebrates the unique and unifying spirit of employee ownership. This year, we certainly have a lot to celebrate.  
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Sep. 02
Washington, D.C. – “Today, with great pleasure, I am signing into law a landmark measure that may finally give the American worker solid protection in his pension plan.”  With these words on September 2, 1974, President Gerald R. Ford signed the Employee Retirement Income Security Act (ERISA) into law.
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Mar. 30
ESOP companies can apply for greatly expanded federal financial assistance that may qualify for partial or full debt forgiveness. Read More
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Mar. 26
See how the latest bill for COVID-19 relief, just passed by the Senate, can help ESOP companies grapple with the economic downturn.
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Mar. 25
The ESOP Association today sent a letter to the Secretary of Labor asking for emergency plan flexibility, regulatory guidance, and investigatory relief for active or new routine EBSA investigations.

ESOP Association President & CEO Jim Bonham specifically requested that DOL:
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Mar. 23
In votes held last night and today, the Senate was unable to move forward on a proposed multi-trillion dollar “Phase 3” piece of legislation that would provide a massive infusion of cash and loan relief for private sector businesses. The legislation is currently stalled over disagreements between Republicans and Democrats over the nature of corporate relief and its uses. 
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