The ESOP Association
ESOP Association Resources
Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
Jul. 25
Summer may be here, but there’s no vacation for TEA’s Chapter teams! We’re continuing to be all about education, as hundreds of TEA members participated in 18 Chapter events held throughout the nation in the month of June. And it’s going to be a busy summer, with ten more TEA Chapter events being offered in July and August. We’ve got Roundtables, ESOPortunity events, multi-track meetings, and golf outings planned, so please be sure to check the latest calendar and join an event near you!
Jul. 20
One of the best ways to build a relationship with and help educate your Member of Congress on ESOP issues is to invite them to visit your company. And as nearly all Members are working from their home districts throughout the month of August, now is the time to schedule those visits.
Jul. 18
Mid-summer brings with it a regular cadence for most businesses and employees. For families, school is out, summer programs have begun, and vacations are on the calendar. For many businesses, summertime brings seasonal accelerations as well. Construction of all types is well under way to hit deadlines while the sun is shining. Hospitality and entertainment are in full swing, as more Americans are out and about in the nice weather.
Jul. 12
NEW Advocacy and Employee Ownership Month (EOM) Resources Exclusively for TEA Members
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
Join us this summer for two exciting webinar series to help educate our members and promote employee ownership!
Advocacy Webinar Series
Jul. 05
Join Your Fellow ESOP Leaders August 20-22 in Sonoma for TEA’s CEO Summit
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit!
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today.
Here’s how last year’s attendees described the CEO Summit:
If you’re an ESOP CEO or President, you will not want to miss TEA’s second annual CEO Summit!
The only event of its kind, the CEO Summit brings together the most senior executives of ESOP companies to help you build a network of your peers and address the most timely and big picture topics facing businesses today.
Here’s how last year’s attendees described the CEO Summit:
May. 31
The history of M. Dyer Global started off with the vision of Medford Dyer back in the late 1960s. At the time, only a few agents assisted the Department of Defense with logistic services in the Pacific. He started M. Dyer & Sons in 1968 when his oldest son was still in elementary school. He purchased a few trucks and a forklift by mortgaging his house, rented a warehouse, and soon after, about a dozen employees joined him to start M. Dyer & Sons.
May. 24
An ESOP can connect employee actions with company success, but that doesn’t automatically result in employee-owners taking responsibility for the success of the company. Sharing financial information is a critical first step to provide employee-owners with an understanding of how the business is doing. In addition, it’s essential to build people’s financial literacy and create systems for participation that empower employee-owners to act on the financial information shared and positively impact company performance.
What financial information should you share?
What financial information should you share?
May. 17
Every spring, a portion of the TEA Board of Directors turns over as terms expire and a new slate of nominees are put before the Association’s membership for election. This spring will also bring forward a biennial change in officers alongside those new faces joining the Board for the first time. Terms will begin on May 1 and last for two years.
May. 10
Anyone involved with the ESOP community for any length of time has been confronted, and confounded, by the difficulties posed by the U.S. Department of Labor. The DOL’s enforcement division – the Employee Benefit Security Administration (EBSA) – was tasked under ERISA with serving as the protector of employee beneficiaries of qualified retirement plans.