ESOP Association Resources

In June, more than 120 ESOP CFOs and their guests gathered in Park City, Utah, for The ESOP Association’s first-ever CFO Summit. This groundbreaking experience brought together ESOP finance leaders from across the country for focused discussions, expert-led panels, and valuable networking opportunities, all designed to tackle the unique challenges faced by CFOs in the current economic climate.

Calling senior ESOP finance leaders: The ESOP Association will convene the first ever annual CFO

Welcome to your March 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.