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The ESOP Association

ESOP Association Resources

Feb. 24
February 2023 ESOP Report
This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! This month also includes a special report on Cybersecurity preparedness for ESOPs.
Feb. 17
New U.S. Treasury Department Program
Allowing Loans and Technical Assistance for ESOP Buyouts of Retiring Business Owners
Feb. 13
Mid-Atlantic / Carolinas February 2023 Newsletter
In This Issue
Page 2 Chapter Expansion
Page 3 State and Regional Chapter Council (SRCC) Meeting 2023
Page 4 Getting To Know: Roland Burdett
Page 6 Getting to Know: Tamera Edwards
Page 8 Green with Ownership
Page 9 Chapter Officers and Sponsors
Advocacy
Feb. 10
The ESOP Community’s New Year’s Resolution: Double Down on Advocacy
At The ESOP Association, we’re resolving to continue the exciting growth and accomplishments from 2022 and striving to serve our membership in new and better ways.
Feb. 03
Federal Appeals Court Sides With ESOP on Key Valuation Case
Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case
Mar. 30
Washington Alert: New Law Provides Historic Loans to Small Businesses
ESOP companies can apply for greatly expanded federal financial assistance that may qualify for partial or full debt forgiveness. Read More
Mar. 26
Washington Alert: ESOP Advocacy & Phase III Legislation
See how the latest bill for COVID-19 relief, just passed by the Senate, can help ESOP companies grapple with the economic downturn.
Mar. 25
Washington Alert: TEA Requests Regulatory Relief for ESOP Companies, Asks DOL to Respond
The ESOP Association today sent a letter to the Secretary of Labor asking for emergency plan flexibility, regulatory guidance, and investigatory relief for active or new routine EBSA investigations.
ESOP Association President & CEO Jim Bonham specifically requested that DOL:
Mar. 23
Washington Alert: Relief for Businesses, Phase 3 Relief Bill
In votes held last night and today, the Senate was unable to move forward on a proposed multi-trillion dollar “Phase 3” piece of legislation that would provide a massive infusion of cash and loan relief for private sector businesses. The legislation is currently stalled over disagreements between Republicans and Democrats over the nature of corporate relief and its uses. 
Mar. 19
Washington Alert: Nation's Response to COVID-19
These slide decks show the nation's response to COVID-19 in a quick, easy to read format.