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. 29
A newsletter for the members of the PA/DE Chapter of the ESOP AssociationRead the Full Issue >>In this Issue:A Note From Our PresidentFUNd RaisingAdvocacy
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Oct. 25
The ESOP Association has been informed that a proposed rule from the U.S. Department of Labor regarding what is known as the “adequate consideration exemption” for ESOP transactions has been drafted and is being submitted to OMB imminently.OMB is the agency that “oversees the implementation of the President’s vision across the Executive Branch.” This is the first step taken before a regulation can be made public for a notice and comment period.
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Oct. 11
It’s that time of year. TEA’s Chapters across the country are now accepting nominations for annual awards! Each individual TEA chapter awards two major honors every year, the ESOP Company of the Year and the Employee Owner of the Year. All nominees will be recognized during chapter events, with the winners from each chapter automatically entered in TEA’s national awards competition. National finalists and winners will be announced during the annual awards show at TEA’s National Conference 2025, on May 6-9 in Washington, DC.
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Oct. 11
In August, ESOP CEOs and Presidents from across America convened for The ESOP Association’s third annual CEO Summit in Newport, Rhode Island. This year’s Summit was our largest to date, with more than 150 CEOs coming together to gain valuable new insights, grow their CEO peer networking group, and exchange best practices on the most challenging issues facing ESOPs.
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