The ESOP Association
ESOP Association Resources
Dec. 20
“A truly outstanding record of support for our businesses.” Washington, D.C. – The ESOP Association, the leading organization representing businesses with an Employee Stock Ownership Plan (ESOP) and the 14 million Americans with an interest in an ESOP, is today announcing a major six-figure campaign in support of Rep. Lori Chavez-DeRemer, President-elect Donald Trump’s nominee for Secretary of Labor.
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Dec. 19
In a “fireside chat” at the final general session of the Employee Owned 2024 Conference, Jim Bonham, President and CEO of The ESOP Association (TEA), talked with Lisa Gomez, Assistant Secretary for the Employee Benefits Security Administration (EBSA) at the Department of Labor (DOL), for a rare behind-the-scenes look into her journey of understanding employee stock ownership plans (ESOPs) and her role in shaping their future. The conversation underscored EBSA’s evolving perspective on ESOPs and provided a detailed update on the Adequate Consideration Rule.
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Dec. 11
A few weeks ago, during Employee Owned 2024, The ESOP Association announced several major changes that are underway for the future of the Employee Owned conference in Las Vegas. Perhaps the biggest of these changes is an all-new location starting with EO25. After a long and very successful run at Caesars Palace, the growth of the conference in recent years meant that we had outgrown the space available to us there. However, this problem quickly bloomed into an opportunity, as it allowed us to set a new direction for the conference going forward
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Dec. 10
The ESOP Association is extremely grateful to all the attendees, speakers, and sponsors who helped make Employee Owned 2024 the largest gathering of ESOPs, employee owners and professionals in history.
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Dec. 04
Welcome to your November issue of the ESOP ReportThis month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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Jun. 21
Today, Project Equity and The ESOP Association (TEA) announced a new partnership designed to amplify employee ownership as a way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy. This partnership will use new, nationwide state-by-state data to demonstrate for lawmakers the impact of ESOPs (Employee Stock Ownership Plans) and worker cooperatives, particularly in relation to the massive generational shift in business ownership facing the nation, known as the “Silver Tsunami.” Project Equity used its data analysis to create 50 state-specific infographics which will be released as part of The ESOP Association’s 47th National Conference in Washington, DC this week. TEA has scheduled more than 220 individual meetings with Members of Congress and their staff to share the data as well as other legislative and regulatory priorities for the employee ownership community.
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Jun. 08
The latest news from the ESOP community and TEA. Make sure to share the ESOP Report with your colleagues!
Revised 6.9.2021 at 2:30PM.
Revised 6.9.2021 at 2:30PM.
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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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