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.

If you couldn’t join us in Washington, DC for The ESOP Association’s National Conference in May,

Welcome to your April 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!

The ESOP Association’s 2025 National Conference is right around the corner!

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.

The ESOP Association’s National Conference, held in Washington, DC each May, is not just a great opportunity to bolster your ESOP education, it’s also a vitally important opportunity to share your voice with 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!

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:

A recap of the 2019 National Conference in W