The ESOP Association

ESOP Association Resources

Dec. 29
The Consolidated Appropriations Act of 2023 (P.L. 117-328) includes the Worker Opportunity, Readiness and Knowledge (WORK) Act, sponsored by Senators Bernie Sanders (I-VT) and Jerry Moran (R-KS), which creates the Employee Ownership Initiative at the DOL to promote employee ownership and directs the DOL to provide formal guidance on the vital issue of properly valuing shares of company stock to be bought by an ESOP– a key rule long missing from the ESOP regulatory landscape. The law included new provisions allowing S corporation ESOPs limited use of section 1042 tax deferral.
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Dec. 21
Happy Holidays from Your Friends at The ESOP Association!

The ESOP Report will return in early January 2023 with all the news, content, and announcements you expect from The ESOP Association.
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Dec. 20
Congressional negotiators early this morning released the Consolidated Appropriations Act of 2023 which includes numerous top priority provisions sought by The ESOP Association on behalf of its membership.
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Dec. 14
The ESOP Association released the following statement on the unexpected passing of Will Raap, a visionary leader in employee ownership, organic gardening, and locally sourced and sustainable food.
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Dec. 07
The ESOP Association has been working with Congress during this congressional session on bipartisan retirement security legislation.  That important legislation – which includes provisions that affect every ESOP and employee ownership in general – is being considered in the final days of the current Congress.  If this bill, which was painstakingly negotiated and enjoys broad bipartisan support, doesn’t pass now, the entire legislative process must start over next year. 
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Employee Owned
Dec. 02
Thank you to the more than 2,000 employee owners and ESOP professionals who attended Employee Owned 2022 at Caesars Palace in Las Vegas!
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Feb. 26
This is going to be crucial year for TEA and for ESOPs. In the February issue of the ESOP Report, you'll read about the importance of having a strong, unified voice in Washington (especially now), the latest update on the National Conference, information on new resources for ESOP committee members, and so much more! 
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Feb. 17
Todd Bransky, or “Mr. ESOP,” as he is known to his fellow employee owners, is a Systems Integration Specialist for Folience, which is based in Cedar Rapids, Iowa. He is a passionate advocate for employee ownership and an IT expert with more than 22 years of experience.
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Feb. 05
New COVID-19 guidelines from the DOL's OSHA are now available online.
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