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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 Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Trustee Idemnification, Advocacy, ESOP Audits, National Conference, Resource
Jun. 01
ESOP Report June 2019

A recap of the 2019 National Conference in Washington, DC.  

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.