ESOP Association Resources

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!

“If you’re not at the table, you’re on the menu…”

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!

A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners.

For over 30 years, The ESOP Association has maintained a federally registered Political Action Committee (PAC) to support the growth and strengthening of Employee Stock Ownership Plans (ESOPs) across the U.S. ESOP PAC allows employee owners and supporters to pool small contributions into larger donations, helping elect pro-employee ownership candidates to Congress.

Welcome to your January 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!

ESOP Association makes a strategic investment in chapter support. 

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:

Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.

Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.