The ESOP Association

ESOP Association Resources

Jul. 21
Yesterday the House of Representatives passed H.R. 8294, a package of six fiscal year 2023 federal appropriations bills. The six-bill package includes the FY 2023 Financial Services and General Government funding bill, whose related agencies like the Small Business Administration have regulatory oversight of some ESOP-related issues, and which includes provisions that will directly impact ESOPs and employee ownership in America.
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Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
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Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
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Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
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Jun. 03
A Look at Funding Via Pension Plans and Some Insights on Which Situations Might Best Fit this Approach
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May. 28
The emotional toll that the COVID-19 pandemic is having on Americans is becoming increasingly and alarmingly clear. New information suggests that ESOP companies may want to train an especially keen eye on the well-being of their employee owners.
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May. 06
An agreement between Wilmington Trust and the DOL pays funds to ESOPs and includes costs for penalties and legal fees.
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