The ESOP Association
ESOP Association Resources
Dec. 20
“A truly outstanding record of support for our businesses.” Washington, D.C. – The ESOP Association, the leading organization representing businesses with an Employee Stock Ownership Plan (ESOP) and the 14 million Americans with an interest in an ESOP, is today announcing a major six-figure campaign in support of Rep. Lori Chavez-DeRemer, President-elect Donald Trump’s nominee for Secretary of Labor.
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Dec. 19
In a “fireside chat” at the final general session of the Employee Owned 2024 Conference, Jim Bonham, President and CEO of The ESOP Association (TEA), talked with Lisa Gomez, Assistant Secretary for the Employee Benefits Security Administration (EBSA) at the Department of Labor (DOL), for a rare behind-the-scenes look into her journey of understanding employee stock ownership plans (ESOPs) and her role in shaping their future. The conversation underscored EBSA’s evolving perspective on ESOPs and provided a detailed update on the Adequate Consideration Rule.
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Dec. 11
A few weeks ago, during Employee Owned 2024, The ESOP Association announced several major changes that are underway for the future of the Employee Owned conference in Las Vegas. Perhaps the biggest of these changes is an all-new location starting with EO25. After a long and very successful run at Caesars Palace, the growth of the conference in recent years meant that we had outgrown the space available to us there. However, this problem quickly bloomed into an opportunity, as it allowed us to set a new direction for the conference going forward
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Dec. 10
The ESOP Association is extremely grateful to all the attendees, speakers, and sponsors who helped make Employee Owned 2024 the largest gathering of ESOPs, employee owners and professionals in history.
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Dec. 04
Welcome to your November issue of the ESOP ReportThis month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!
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Oct. 31
Happy Employee Ownership Month! It’s been great to see the energy and enthusiasm with which our community is embracing EOM this October, and it seems like every year, more and more ESOPs are getting into the spirit. This year, my social media feeds have been full of ESOPs around the country engaged in fun, informative, and charitable activities promoting the transformative story of employee ownership.
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Oct. 26
Thanks to YOUR efforts, we are very close to reaching our ESOPATHON fundraising goal, with more than $300,000 raised to date! And with one week remaining, there is still time to contribute and help the Employee Ownership Foundation fulfill its critical mission of growing employee ownership in America. Just go to esopathon.org/donate to make your tax-deductible contribution today. It’s easy!
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Oct. 25
Welcome to your October 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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Oct. 20
Pictured with Governor Parson (from left to right) are representatives of two employee-owned companies – Louis Landwehr, Winter-Dent & Company, and Doyle Edwards, Brewer Science – along with Trevor Monnig, president of the Heart of America Chapter of The ESOP Association.
Exciting news for ESOPs in Missouri! The announcement below, from September 6, is from the Missouri Chamber of Commerce:
Exciting news for ESOPs in Missouri! The announcement below, from September 6, is from the Missouri Chamber of Commerce:
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Oct. 19
Key Findings
Depending on the wealth measure considered, the estimates suggest that ESOP participants have about double the retirement wealth of otherwise similar non- ESOP individuals.
The results are broadly similar even when the sample was subdivided by retiree age.
ESOP wealth is somewhat more equally distributed among ESOP vs. non-ESOP participants.
Have you wondered what impact ESOPs have on wealth in retirement?
Do ESOPs influence wealth inequality among retirees?
Depending on the wealth measure considered, the estimates suggest that ESOP participants have about double the retirement wealth of otherwise similar non- ESOP individuals.
The results are broadly similar even when the sample was subdivided by retiree age.
ESOP wealth is somewhat more equally distributed among ESOP vs. non-ESOP participants.
Have you wondered what impact ESOPs have on wealth in retirement?
Do ESOPs influence wealth inequality among retirees?
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