Recap of the Spring Conference; welcome to our newest members; this month’s featured member; chapter ESOP Company of the Year and Employee Owner of the Year; legislative update; list of upcoming events.
The ESOP Association
ESOP Association Resources
ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Engagement, Vesting, Fitz-Gerald, Bonham, Resource
Feb. 10
New ESOP Association CEO announced.
Chapter News, Resource
Jan. 31
Letter from the president; annual government relations recap; chapter activities recap; featured member website; new members; list of upcoming events.
Chapter News, Resource
Dec. 31
Recap of the year’s events, including the addition of eight new members, and a look at the Annual Winter Conference and the launch of the new Fall Summit.
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.
Chapter News, Resource
Sep. 30
Recapping a Congressional visit at Newport Harbor Corporation; update on the chapter Fall Conference; list of upcoming events.
Chapter News, Resource
Jul. 31
Legislative meetings at Annual Conference; legislation update; legislative handouts.
Chapter News, Resource
May. 31
Chapter ESOP Company of the Year; Chapter Employee Owner of the Year.
Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, ESOP Communication Committee, Fitz-Gerald
May. 01
One ESOP bill passes in the House, another is introduced in the Senate.
Chapter News, Resource
Jan. 31
Review of 2017 government relations efforts.