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- Membership
What Our Members Have to Say
“Membership in The ESOP Association is vital to an ESOP owned company. The advocacy and education services are invaluable and are not duplicated by any other organization.”
-David Kelly, CFO at Acadian Ambulance Service Inc.
- Events & Meetings
Featured Event
Registration Open!
This gathering of ESOP Presidents and CEOs offers a one-of-a-kind platform for peer learning, allowing participants to glean valuable strategies from others grappling with similar challenges.
Upcoming events
- Resources
The #EO Solution
The ESOP Association and Project Equity have partnered to create state -by-state data that amplifies employee ownership as a common sense way to preserve businesses, strengthen jobs and build a more resilient post-pandemic economy.
ESOP Association Resources
Forming an ESOP - A New Video Series on Business Succession Planning
Hear from ESOP companies in multiple different industries, and their seasoned advisors, about what an ESOP is and if it’s right for you.
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- About TEA
What is an ESOP?
An ESOP is a retirement plan—but also a way of living and running a company. For insights on both technical and cultural aspects of these plans—which provide benefits to employee owners, the company, the community, and exiting owners—and links to additional resources, see our web page titled What is an ESOP?
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The ESOP Association
ESOP Association Resources
Ownership Advantage, Legal Update, Congressional Testimony, Daniel Goldstein, House testimony, Sen. Sanders, ESOP Insurance, Redeem, Recycle
Feb. 27
Member Daniel Goldstein testifies before Congress on behalf of The ESOP Association, saying regulations and help with loans must be addressed now.
Congressional Testimony
Feb. 10
On Feb. 12, ESOP Association member Daniel Goldstein will testify before the House Committee on Small Business on behalf of The Association and the 10.6 million employee owners in the U.S. - Read More >
ESOP Surveys, Economic Performance Survey, Revenue, Profits, Productivity, ESOPs Share the Wealth, Resource
Oct. 17
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, President's Corner, Washington Report, Arbitration, National Conference, Resource
Mar. 01
National Conference offers great content for members of ESOP committees.
ESOP Brief, Fiduciary Liability, Trustee, Prohibited Transaction, Self Dealing, Adequate Consideration, Breach, Resource
Dec. 06
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, President's Page, Arbitration, Plan Termination, Economic Performance Survey, EBSA
Aug. 01
Meet Luke Deets, 2018 Employee Owner of the Year.