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?
2772
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.
2771
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
2766
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.
2755
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.
2528
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.
2521
Mar. 31
Welcome to your March Issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
As a benefit of your membership, you receive the ESOP Report in your inbox each month. Make sure to share with your colleagues and employee owners!
Inside this issue:
As a benefit of your membership, you receive the ESOP Report in your inbox each month. Make sure to share with your colleagues and employee owners!
Inside this issue:
2020
Mar. 24
Executive Summary
On April 14, 2021, the DOL issued guidance on cybersecurity practices directed at plan sponsors, plan fiduciaries, record keepers, and plan participants. Cybersecurity has emerged as a growing concern in our personal and professional lives. The risks and associated costs of a cybersecurity incident are becoming increasingly central to company valuations as professionals look to find and measure potential threats faced by companies.
On April 14, 2021, the DOL issued guidance on cybersecurity practices directed at plan sponsors, plan fiduciaries, record keepers, and plan participants. Cybersecurity has emerged as a growing concern in our personal and professional lives. The risks and associated costs of a cybersecurity incident are becoming increasingly central to company valuations as professionals look to find and measure potential threats faced by companies.
1978
Mar. 17
It has been decades since we have seen the borrowing climate for deals change so sharply as it has recently outside of a recession. Financing for M&A and private equity transactions deteriorated dramatically through 2022, with third-quarter M&A financing down 70% from the previous quarter and buyout financing during the period less than half that completed in the first quarter.
1977
Mar. 10
Now ends the 2022 ESOP plan year and so begins a new year. With this annual cycle comes a myriad of contrasting economic, market, and other considerations that will influence new and existing ESOP valuations.
1976