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The ESOP Association

ESOP Association Resources

Mar. 31
The U.S. House of Representatives passed H.R. 2954, the Securing A Strong Retirement Act (SECURE 2.0) by a massive bi-partisan majority of 414 to 5.  Included in the House-passed version are two provisions that will assist Employee Stock Ownership Plans (ESOPs) or business owners seeking to establish them.
Mar. 30
Don't miss this exciting edition of The ESOP Report.
Mar. 29
Certain factors are likely to garner high levels of attention from valuation advisors. Whether you’re an employee-owner, a key decision maker, an ESOP trustee, or an ESOP advisor, you can expect to see increased emphasis on the following six major themes during this valuation update cycle
Mar. 22
One of the largest projects of the year for your Association is just that – building A New Policy Agenda and making our plans to see it through.
Mar. 14
Washington, DC, March 14, 2022 - The ESOP Association and American Benefits Council jointly filed an amicus brief in the U.S. Court of Appeals for the Second Circuit in support of the belief that ESOP plans need, and have, the ability to require individual arbitration to resolve individual participant disputes.  A previous District Court ruling has the potential to eliminate individual arbitration, which would dramatically increase the litigation costs for companies with employee defined-contribution retirement plans, such as ESOPs and 401(k)s. 
Mar. 11
Yesterday the House of Representatives passed H.R. 2471, an omnibus spending bill consisting of all 12 fiscal year 2022 appropriations bills and supplemental funding to support Ukraine. 
Late last evening, in less than 48 hours after the final text was unveiled, the Senate passed this spending package that will fund the federal government through September 2022. The funding package now heads to the White House for President Biden’s signature.
Most importantly for TEA members, the bill includes some wins for employee ownership.
 
Mar. 10
On March 9th, the House passed H.R. 2471, an approximately $1.5 trillion omnibus spending bill consisting of all 12 fiscal year 2022 appropriations bills plus supplemental funding of $14 billion to support Ukraine and other measures.  The legislation passed in two pieces with two votes, each of which had bipartisan support. The Senate is expected to act and pass the bill before week’s end.  Most importantly for TEA members, the bill includes some wins for employee ownership.
Mar. 08
Advocacy Academy, ESOP Advocacy Day, New Town Halls, High Impact Keynote Speakers, and 60+ Learning Sessions. Virtual and In-Person!
Mar. 01
Des Moines Iowa, March 1, 2022 –Today Iowa Governor Kim Reynolds returned to Library Binding Services (LBS Inc.), a 100% employee-owned business, to sign into law legislation to eliminate state taxes on retirement income, including taxes on Employee Stock Ownership Plans (ESOP) distributions.  This important change has the power to motivate more Iowa business owners to sell their businesses to their employees as a business succession plan.