Inside this issue:

It’s still early in the year, but for many of us, that means some already broken New Year’s resolutions.

In February, The ESOP Association held its annual Professionals’ Forum in New Orleans, which featured an unveiling of the Association’s latest advocacy effort and lively discussions on the most critical ESOP issues.

Photo: KMI International founder and CEO John Manning (right) with John Burgess

Among an ESOP trustee’s most important responsibilities is setting the annual share price for company stock held by the ESOP. This price is used to facilitate transactions involving the ESOP or plan participants, and gives all participants the “current” value for what is one of their key retirement accounts.

Inside this Issue:

All ESOP Association members are eligible to apply to join any of the Association’s six Professional Advisory Committees.

The ESOP Association’s Newest Initiative Aims to Synthesize Compelling ESOP Messages Across Industry, Demographic Sectors, and Audiences

I have often said that as a community we are really good at talking about employee ownership to one another, but really bad in how we communicate to everyone else.

Welcome to your February Issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

Inside this Issue: