The ESOP Association

ESOP Association Resources

ESOPS, Employee Ownership Basics, Employee Resources, ESOPS Succession Planning
Jun. 20
An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:
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ESOP Blog, Employee Ownership, Employee Ownership Foundation, GSS Research, ESOP Research, Rutgers University, Culture, Resource
Jun. 13
It’s no surprise that Americans disagree about a lot of things….

Just try getting consensus on a group of people’s preference for cats or dogs, pie flavors or person most likely to take the Iron Throne in Game of Thrones. Close to impossible.
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ESOP Brief, Repurchase Obligation, Opportunity Cost, New Present Value, Redeem, Recycle, Resource
Feb. 25
Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.
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ESOP Brief, Repurchase Obligation, Redeem, Recycle, Opportunity Cost, Resource
Dec. 20
This ESOP Brief introduces the concept of opportunity cost and the implications for share price when private companies devote resources to fund repurchase obligations.
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ESOP Brief, Policy, Employee Ownership, Resource
Dec. 17
An overview of why employee ownership should be a part of national public policy. This is a must-read for executives, owners, and anyone with a stake in the employee ownership community.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, TPA, Communication, Foundation, Kelso Fellows
Jan. 01
A report from the 2018 Kelso Workshop.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Nov. 01
Time for change at the Department of Labor.
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Resource, ESOP Report, Legal Update, Ownership Advantage, Washington Report, President's Page, DOL, Mullins, Kelso Fellows, AACE
Oct. 01
Responding to a hurricane, the ESOP way.
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Resource, ESOP Research, Legal Update, Ownership Advantage, Washington Report, President's Page, Coaching, Data Errors, Kelso Fellows, Foundation, H.R. 2092, S. 1212
Apr. 01
A new pro-ESOP bill is introduced in the House.
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