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The ESOP Association

ESOP Association Resources

Mar. 30
March 2022 ESOP Report
Don't miss this exciting edition of The ESOP Report.
Mar. 14
Amicus Brief Filed In Support of ESOP Plans
Washington, DC, March 14, 2022 - The ESOP Association and American Benefits Council jointly filed an amicus brief in the U.S. Court of Appeals for the Second Circuit in support of the belief that ESOP plans need, and have, the ability to require individual arbitration to resolve individual participant disputes.  A previous District Court ruling has the potential to eliminate individual arbitration, which would dramatically increase the litigation costs for companies with employee defined-contribution retirement plans, such as ESOPs and 401(k)s. 
Mar. 01
Legislation Eliminating Iowa Retirement Income Tax, Including ESOPs, Signed Into Law
Des Moines Iowa, March 1, 2022 –Today Iowa Governor Kim Reynolds returned to Library Binding Services (LBS Inc.), a 100% employee-owned business, to sign into law legislation to eliminate state taxes on retirement income, including taxes on Employee Stock Ownership Plans (ESOP) distributions.  This important change has the power to motivate more Iowa business owners to sell their businesses to their employees as a business succession plan. 
Mar. 24
March 2021 ESOP Report
Important changes—bringing you incredible opportunities to get engaged in public policy and advocacy—are taking place at your ESOP Association. Updates to TEA's governance coupled with a suite of new advocacy programs offer a path for members of all experience levels to get involved in ESOP advocacy. Get all the details in multiple articles in this month's ESOP Report. 
Plus, you can get the latest details on the National Conference, which is now open for registration; learn about TEA's new Group Captive Workers' Comp Insurance Plan; read about a new Issue Brief on control premiums in ESOP valuations; and more!
Mar. 22
ESOP Association Looks Forward to Working with Labor Secretary Walsh
Secretary Provides Responses to ESOP Questions During Confirmation Process