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The ESOP Association

ESOP Association Resources

Department of Labor, Adequate Consideration
Feb. 12
U.S. House Small Business Committee Holds Hearing on ESOPs
Daniel Goldstein, President and CEO of Folience, testified on behalf of The ESOP Association before the House Committee on Small Business. Feb. 12, 2020.
Advocacy, Adequate Consideration
Feb. 12
Testimony of Daniel Goldstein to the Committee on Small Business
The following written testimony was provided by Daniel Goldstein, President and CEO of Folience, to the Feb. 12, 2020 hearing of the House Committee on Small Business.
ESOP Surveys, Economic Performance Survey, Revenue, Profits, Productivity, ESOPs Share the Wealth, Resource
Oct. 17
2019 Economic Performance Survey
The Economic Performance Survey has been the yardstick for measuring the success of The ESOP Association’s member companies since 2000.
ESOP Report, Legal Update, Ownership Advantage, Turcot, Foundation, EOF, Washington Report, DOL, Economic Performance Survey, Resource
Oct. 01
ESOP Report October 2019
Results released for the 2019 Economic Performance Survey.
ESOP Brief, Valuation, Adequate Consideration, Resource
Dec. 19
ESOP Brief #14 - The Valuation of ESOP Stock
This Brief answers important questions you may have about ESOP stock valuation, including who may value a stock and how valuations occur.
ESOP Brief, Fiduciary Liability, Trustee, Prohibited Transaction, Self Dealing, Adequate Consideration, Breach, Resource
Dec. 06
ESOP Brief #19 - ESOP Fiduciary Rules
A guide to the ERISA rules all ESOP fiduciaries need to know to fulfill their obligations.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, Economic Performance Survey, Valuation, Insufficient Assets, Employee Ownership Month
Nov. 01
ESOP Report November 2018
Members of The ESOP Association and the public show even greater interest in celebrating Employee Ownership Month.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Arbitration, Plan Termination, Economic Performance Survey, EBSA
Aug. 01
ESOP Report August 2018
Meet Luke Deets, 2018 Employee Owner of the Year.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, Safe Harbor, Layoffs, EBSA, Economic Performance Survey
Dec. 01
ESOP Report December 2017
Research shows that employee owned firms are dramatically better at retention.