ESOP Association Resources

As incoming leaders during a transformative time for The ESOP Association, new Board Chair Derrick Vick and Employee Ownership Foundation Chair Peter Ney took center stage at the 2025 National Conference during a candid and insightful conversation with Jim Bonham. Attendees got a closer look at their backgrounds in employee ownership and a glimpse into their vision for the next two years, as they are poised to drive meaningful change across both the Association and the Foundation.

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.