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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Jul. 31
Welcome to your July 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!
Inside this issue:
Inside this issue:
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Jul. 31
On a very strong 24-2 bipartisan vote, the Senate Appropriations Committee has passed the Labor, Health and Human Services, Education and Related Agencies Appropriations Bill for the 2024 Fiscal Year that begins October 1. As one of 12 annual spending bills Congress must pass before the end of September, this is the initial step in funding the U.S. Department of Labor for the next year.
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Jul. 27
Tenth Circuit Addresses Validity of Individual Arbitration Provision Barring Plan-wide Relief in ESOP Transaction Case
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
The U.S. Court of Appeals for the Tenth Circuit recently affirmed the denial of a motion to compel arbitration in a putative class action lawsuit involving stock overvaluation. The case, Harrison v. Envision Management Holding, Inc. Board of Directors (No. 22-1098, Feb.
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Jul. 26
It's a party for our second TEA IA/NE Chapter Chat episode!
Host Emily Burds (Rayser Holdings) brings together some chapter friends to discuss their experience at the 2023 ESOP Association National Conference in Washington, D.C., back in May.
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