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ESOP Association Resources

Nov. 14
I’m sure you won’t be surprised when I make the statement “ESOPs are unique”.  An ESOP is not like other privately held companies, and it’s definitely not like a publicly traded company.  This is because ESOP employees are not just employees, they are also owners.  Owners expect (and deserve) different things from their company and likewise, the company should expect a different level of engagement when sharing ownership.
Nov. 09
SYNTHETIC EQUITY SERIES – PART THREE OF THREE
This is the third in a series of articles covering components of the Internal Revenue Code (“IRC”) Section 409(p) test, which is specific to S-corporation ESOPs.  The first article discussed the items required for the test, one of which is information on any outstanding synthetic equity awards.  The second article defined and described common forms of synthetic equity for 409(p) purposes.  We recommend that you review these two articles before proceeding, as this article presumes knowledge of the concepts discussed in them.
Nov. 07
Happy Employee Ownership Month! It’s a special time for a special community.  Employee owners nationwide celebrate with tremendous pride. It’s a great time to reflect on the 11 million-plus employee owners in America who not only enjoy the individual benefits that accompany employee ownership, but also the contributions to communities and the social good that employee ownership adds.  We know we have a cause worth celebrating but also one – in the very nature of employee ownership – worth sharing.   
Nov. 02
From Oregon to Massachusetts and from Minnesota to Florida, TEA’s Chapter team logged some serious miles in October, hosting chapter and regional fall conferences across America.
May. 31
Welcome to your May 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:
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? 
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. 16
Employee Equity Investment Act Would Expand Employee Ownership by Increasing Critical Access to Capital for ESOPs
Washington, D.C. – The ESOP Association today praised the introduction of the bipartisan Employee Equity Investment Act (EEIA) in the House and Senate.
The legislation aims to grow employee ownership in the U.S. by helping to dramatically improve the way new ESOPs are financed by providing much-needed access to capital, which has long been an impediment to new ESOP formation.
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.