The ESOP Association wants to hear from you: Would you mind taking a few minutes to tell us about your website experience today? Your feedback is confidential, and will take less than 5 minutes to complete.

Take the Survey

The ESOP Association

ESOP Association Resources

ESOP Report, Legal Update, Ownership Advantage, President's Corner, Washington Report, Stock Drop Cases, Advocacy, Gary Shorman, Ali Jamshidi, Karen Ellis, DOL, Resource
May. 01
ESOP Report May 2019

Rep. Guthrie elicits key on-the-record comments from Labor Secretary Acosta.  

ESOP Brief, Distributions, Put Option, Resource
Dec. 20
ESOP Brief #18 - ESOP Distributions
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
ESOP Brief #15 - Valuation Issues for S Corps
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 Brief #12 - ESOP Diversification
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
ESOP Brief #7 - The ESOP as an Employee Benefit
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.