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The ESOP Association

ESOP Association Resources

Ownership Advantage, Legal Update, Washington Report, Jodi Lamb, Kevin Korenthal, ESOP Contributions, Allocations, Nydia Velazquez, ESOP PAC, SRCC Meeting
Jan. 30
ESOP Report February 2020
ESOP Association makes a strategic investment in chapter support. 
ESOP Report, Legal Update, AACE, Ownership Advantage, S 177, HR 2258, ESOP Transactions, CEO
Jan. 07
ESOP Report January 2020
ESOP Association launches a new member database and new website.
Chapter News, Resource
Jan. 01
Wisconsin Chapter Newsletter: January 2020
Letter from the past and incoming presidents; annual government relations recap; chapter activities recap; featured members; new members; list of upcoming events and award programs. 
Sep. 02
1974 - Modern ESOPs Are Born
The Employee Retirement Income Security Act (ERISA) passes to address public concern that private pension plan funds were being mismanaged, and officially recognizes employee stock ownership plans (ESOPs). While employee ownership and equity (stock) plans have existed prior to this point, ERISA launches them formally as qualified retirement plans (QRPs) under federal law thereby subjecting them to regulation by the U.S. Department of Labor and the IRS.