ESOP Association Resources

With tariffs (and threats of tariffs), an uncertain tax outlook, and volatile economic forecasts driving national news, the CEO Summit is the only event for Presidents and CEOs to learn more about and address these challenges, and many more.

Welcome to your May / June issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.

A guide to the rules surrounding ESOP distributions including an overview of The Put Option.

A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.

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.

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.

Congress takes two actions in support of ESOPs.

Big changes, new programs are in store for TEA’s 2017 Annual Conference.