The ESOP Association

ESOP Association Resources

Sep. 26
Federal agencies have established policy to encourage government contracting with Minority Business Enterprises (MBEs), Women Business Enterprises (WBEs) and Disadvantaged Business Enterprises (DBEs).[1] Entities that are certified DBEs typically earn a significant amount of revenue that they may not otherwise earn because of DBE certification.  Yet, DBEs face succession planning issues just like non-DBEs.  That raises a question:  If a DBE becomes ESOP-owned, will it be able to retain DBE status and continue to receive the benefits that come from DBE certification?
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Sep. 24
This year, TEA has been securing vital advancements to our policy agenda thanks to the unprecedented efforts of our members. It's easy to see that when our members engage and advocate for the ESOP community, legislative results are not far behind. Here is an overview of the record-breaking engagement of TEA members and the Congressional actions that followed.  
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Sep. 19
Mutual membership benefits will be extended across bordersNew Canadian Employee Ownership Trusts to be featured in full program track at Employee Owned 2024 in Las Vegas this November
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Sep. 12
For the last three years, the Employee Ownership Foundation has been proud to convene global thought leaders at the Oxford Symposium on Employee Ownership in the United Kingdom.  In 2024, in a testament to the event’s growing importance in expanding employee ownership around the world, the Symposium saw a record number of attendees from 23 countries across five continents.  
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Sep. 10
As we head into September, ESOPs across America begin to gear up in earnest for October and Employee Ownership Month. It’s always heartening to see the energy and enthusiasm on display during EOM, as our community celebrates the unique and unifying spirit of employee ownership. This year, we certainly have a lot to celebrate.  
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Sep. 02
Washington, D.C. – “Today, with great pleasure, I am signing into law a landmark measure that may finally give the American worker solid protection in his pension plan.”  With these words on September 2, 1974, President Gerald R. Ford signed the Employee Retirement Income Security Act (ERISA) into law.
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Jan. 30
Inside this Issue:


Preview of the Upcoming OH/KY Chapter
2023 Spring Conference
Great Lakes Conference Recap
Legislation Update
Meet Your OH/KY Chapter Officers
New Member Spotlight
Thank Our Sponsors
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Chapter News
Jan. 26
For the first time since the 1990’s, The ESOP Association Board of Directors has voted to add new Chapters, including an all-new Rocky Mountain Chapter and a re-instated Florida Chapter.
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Jan. 26
This month's issue of the ESOP Report includes The ESOP Associations advocacy victories, the expansion of Chapters, and ESOP New Year's resolutions.
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