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The ESOP Association

ESOP Association Resources

Advocacy
Feb. 10
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Advocacy
Oct. 31
Election Day is November 8th, 2022, and it’s important that employee owners take the time to ensure their voice is heard when selecting our representatives in Washington, D.C. and in state houses and legislatures nationwide.  And while we often think or talk about election “day”, the reality is that your opportunity to vote extends well before election day.  In 2020, more than 91 million ballots had been cast by Halloween.  In the end, more than 154 million votes were cast in 2020, out of more than 257 million potential voters.
Resource, ESOP Brief, ESOP Benefits, Succession Planning, Tax Benefits, Financing, Leveraged ESOP, Diversification
Jan. 29
A basic guide summarizing the unique benefits Employee Stock Ownership Plans offer to owners, employees, and communities. This ESOP Brief is available to the public as an informational resource.
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.