ESOP Report

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

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2019 Issues of the ESOP Report

November 2019 ESOP Report Cover small

November

Cover Story: New Era Begins for EOF Fundraising
Ownership Advantage: What's Fun Got To Do With It?
Advisory Committee on Administration: Allocating Expenses on Participants Accounts
Washington Report: Pardon Our Dust As We Build Toward the Future
Legal Update: Participant Benefited From ESOP Transaction

Plus an Employee Owned 2019 Recap!

October 2019 ESOP Report COVER

October

Cover Story: Economic Performance Survey Results
Article: Cindy Turcot Elected Foundation Chair
Ownership Advantage: Creating an ESOP Communication Committee
Article: Miklos Systems Inc., 2019 ESOP Company of the Year
Advisory Committee on Administration: Greater DOL Scrutiny of Missing Plan Participants
Washington Report: ESOP Enforcement: New Rules for DOL
Legal Update: How DOL Changes May Affect ESOPs

September_2019_ESOP_Report_COVER

September

Cover Story: Foundation Launches New Website
President's Column: Great Volunteer Leaders Make Organizations Great
Article: Third Keynote Speaker Announced
Ownership Advantage: Financial Literacy Is Key to Ownership Culture
Washington Report: A New Potential Tax Threat to ESOP Companies
Legal Update: Ninth Circuit Reverses Arbitration Provision
Advisory Committee on Administration: Preparing to Sell an ESOP Company

August 2019 ESOP Report cover

August

Cover Story: Employee Ownership Month Resources Available
President's Column: Even More to Love About Vegas This Year
Ownership Advantage: Effective Meetings Can Enhance Ownership Culture
Legal Update: Prohibited Transactions in Private Settlements?
Advisory Committee on Administration: Counting Employees and Determining Eligibility
Gwenn Rosenthal Retires: Association Bids Fond Farewell to Stalwart Employee

July

Cover Story: Employee Owned 2019, The Conference and Trade Show for ESOPs

TEA Welcomes New COO: Former White House Official Kristie Marks Joins the Staff
Ownership Advantage: Teamwork and Employee Ownership: Keys to Adapting Businesses
Advisory Committee on Administration: Understanding ESOP Audits, Part II
Legal Update: Court Allows Challenge to Trustee Indemnification
The Washington Report: What do Leadership Changes at DOL Mean for ESOPs
President's Column: A New Toolbox

Special Conference Recap Issue

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June

Cover Story: The National Conference in Washington DC

National Conference Recap: (Pages 8-18)
Ownership Advantage: Nothing Beats Face-to-Face Communication
Advisory Committee on Administration: Understanding ESOP Audits, Part I
Legal Update: Court Allows Challenge to Trustee Indemnification
The Washington Report: Insights for Engaging in Effective Advocacy

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