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The ESOP Association

ESOP Association Resources

Employee Ownership Month, Employee Ownership Foundation, ESOP Association, ESOP Blog, Resource, Employee Resources
Aug. 26
Let us help you spread the word on employee ownership this October.  
Recently, we were talking to one of our members about her ESOP company’s preparations for Employee Ownership Month (EOM). She shared some of her concerns: 

She was not sure how much bandwidth her fellow employee owners would have for EOM activities, especially since many have school age children who will be home while attending classes remotely this fall.  
ESOP Association, COVID-19
Jun. 10
If you are like me, much of the last three months has been spent thinking about how to best navigate your business, your job, and your family through the COVID-19 crisis that continues to grip the world with uncertainty and consequence. If it has been said once, it has been said a million times—these are difficult and challenging times, to be sure. But they do not need to be without direction or, even, hopefulness for the future.
ESOP Association, ESOP Blog, Wealth Inequality, Wealth Distribution, Kellogg Foundation, ESOP Research, Rutgers University, Resource
Oct. 16
There is plenty of data about wealth inequality, focusing on data alone misses a key point: Wealth inequality is about people. It is about people who go to work, pay their bills, meet their responsibilities, contribute to their communities, and pay their taxes—and who, in spite of their best efforts, are prevented from sharing in the wealth they help create.
ESOP Brief, Distributions, Put Option, Resource
Dec. 20
A guide to the rules surrounding ESOP distributions including an overview of The Put Option.
ESOP Brief, Fair Market Value, Economic Value, Valuation, Distributions, Repurchase Obligation, Resource
Dec. 19
A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.