ESOP Report

Only members of The ESOP Association may receive the ESOP Report.

To receive the ESOP Report via e-mail each month, e-mail your name, company, and e-mail address to Paul Pflieger at Paul@ESOPAssociation.org.

Click here to see archived issues of the ESOP Report.

2019 Issues of the ESOP Report

May

Cover Story: Rep. Guthrie Elicits Key On-The-Record Comments From Labor Sec. Acosta

President's Corner: Change is Coming; Focus on Membership is Constant
Ownership Advantage: Meaningful Participation Begins With Questions
Advisory Committee on Administration: Dealing with Uncashed Checks
Legal Update: Is the Door Open for More "Stock Drop" Cases?
The Washington Report: Excellence is Part of our Advocacy Strategy

April

Cover Story: Destination DC

Conference Keynoter Added! Frank Luntz to provide insights on communicating in an employee owner environment.
President's Corner: Something is in the Air
Ownership Advantage: Explaining Distribution Delays to ESOP Participants
Advisory Committee on Administration: When Can Distributions Be Paid Without Consent?
Legal Update: Appellate Court Affirms Award for Constellis Group
The Washington Report: Advocacy and Engagement Beyond Congress

Mar 2019 ESOP Report cover

March

Cover Story: Great Content for ESOP Committees in DC in May
President's Corner: Let’s Do This Right and Make a Proper Introduction
Ownership Advantage: Build the Org Chart of the Future
Advisory Committee on Administration: Common Administrative Errors (Part II)
Legal Update: Mandatory Arbitration of Participant Claims
The Washington Report: Doing Your Part to Bring Your Voice to Washington

Feb 2019 ESOP Report cover

February

Cover Story: New ESOP Association CEO Announced
Article: New Association Website Launched
Ownership Advantage: Tips for Setting the Stage for Deep Engagement
Advisory Committee on Administration: Common Administrative Errors and Correction Options
The Washington Report: ESOPs: Built to Last, No Matter the Election Results
Legal Update: Sellers, Company Unable to Escape DOL Lawsuit

January 2019 ESOP Report Cover

January

Cover Story: Pro-ESOP Bill Introduced in Senate
Legal Update: Failure to Obtain Current Valuation is Key in Cook Suit
Ownership Advantage: Six Ideas for Your ESOP's Social Media Policy
Advisory Committee on Administration: How Long Do I Have to Keep My Plan Records?
Article: ESOPs Gain Attention as Wealth Distribution Mechanism
The Washington Report: Looking Ahead in 2019 by Looking Back at 2018