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The ESOP Association

ESOP Association Resources

Feb. 24
February 2023 ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Sep. 29
September 2022 ESOP Report
In this month’s jam packed issue: TEA talks Employee Ownership Month, the recent petition filed with the Department of Labor, and several events and updates for the Employee Ownership Foundation, including ESOPATHON!  Also don’t miss the EOM poster contest winner, an AACE Awards update, and Edmunson Scholarship recipients. 
Sep. 22
The ESOP Association Petitions U.S. Department of Labor to Undertake Congressionally Mandated Rulemaking
Washington, D.C. – The ESOP Association (TEA) today exercised its rights under the Administrative Procedure Act to petition the U.S. Department of Labor (DOL) to undertake a long-delayed rulemaking essential to the formation and ongoing operation of ESOPs. Since 1974, the Department of Labor has steadfastly refused to fulfill requirements of the Employee Retirement Income Security Act (ERISA) in violation of Congressional direction and stakeholders’ rights under the Administrative Procedure Act (APA).
Sep. 22
The ESOP Association Petitions U.S. Department of Labor to Undertake Congressionally Mandated Rulemaking
The ESOP Association (TEA), the national trade association  representing companies with Employee Stock Ownership Plans (ESOPs) and ESOP  professionals, today exercised rights under the Administrative Procedure Act to petition  the U.S. Department of Labor (DOL) to undertake a long-delayed rulemaking essential  to the formation and ongoing operation of ESOPs.
COVID-19, remote work, hoteling, third shift
Apr. 27
How the Workplace May Change in Light of COVID-19
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.
Apr. 27
Washington Alert: CARES Act Analysis of How Small Businesses Should Assess “Necessity” in Obtaining (or Considering Whether to Immediately Repay) Paycheck Protection Program Loans
There has been a clear shift in the political environment propelled by public discussions of certain large, public companies obtaining loans under the Paycheck Protection Program (the “PPP”) authorized by the Coronavirus Aid, Relief and Economic Security Act (the “CARES Act”), including Shake Shack, Ruth’s Chris and others[1]. During this time, many small businesses have been quoted in the press expressing frustration with their inability to access the PPP program prior to the first round of guarantee authority being exhausted.