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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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!
This 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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Jul. 25
Senior Biden Administration Officials, Key Stakeholders Meet to Discuss Growing Worker-Owned Businesses and Promoting Worker Ownership Transitions
Washington, D.C. – Jim Bonham, President and CEO of The ESOP Association, today was a featured speaker and panelist at a convening on worker-owned businesses hosted by the White House National Economic Council.
Washington, D.C. – Jim Bonham, President and CEO of The ESOP Association, today was a featured speaker and panelist at a convening on worker-owned businesses hosted by the White House National Economic Council.
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Jul. 16
Each year we honor the individuals and companies who have pursued and achieved excellence. Those who are leading the charge and driving ESOPs and employee ownership to ever greater heights…The very best of us.
This is an opportunity to celebrate the best accomplishments within our community. It also gives us the chance to learn from one another, and discover new and innovative ideas that we can implement at our ESOPs.
Thank you to all our companies and individuals who were nominated for, and won, this year's National Awards.
This is an opportunity to celebrate the best accomplishments within our community. It also gives us the chance to learn from one another, and discover new and innovative ideas that we can implement at our ESOPs.
Thank you to all our companies and individuals who were nominated for, and won, this year's National Awards.
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Jul. 11
Urges Court to Consider Bowers + Kubota’s Appeal to Award Attorneys’ Fees After Company Was Vindicated in Overzealous, “Shoddy” Prosecution by Dept. of Labor
Washington, DC – The ESOP Association has filed an amicus brief with the Supreme Court of the United States, asking the Court to grant a writ of certiorari and consider Bowers + Kubota Consulting, Inc., et al. v. Julie A. Su, Acting Secretary of Labor.
Washington, DC – The ESOP Association has filed an amicus brief with the Supreme Court of the United States, asking the Court to grant a writ of certiorari and consider Bowers + Kubota Consulting, Inc., et al. v. Julie A. Su, Acting Secretary of Labor.
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Jul. 10
The House Committee on Appropriations recently released its report on proposed fiscal year 2025 funding for the Department of Labor, which included two very strong provisions affecting ESOPs.
With respect to ESOP company valuation and the adequate consideration exemption, the Committee noted that the DOL has neglected to provide critical regulatory guidance and asks the Department to prioritize formal rulemaking:
With respect to ESOP company valuation and the adequate consideration exemption, the Committee noted that the DOL has neglected to provide critical regulatory guidance and asks the Department to prioritize formal rulemaking:
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