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Federal Appeals Court Sides With ESOP on Key Valuation Case

Second Circuit Addresses Key Pleading Requirement for Constitutional Standing in ESOP Transaction Case

The Court of Appeals for the Second Circuit affirmed the dismissal of a putative class action suit involving stock overvaluation claims against an independent trustee and several officers and directors of Tharanco Group, Inc.

Ohio/Kentucky January 2023 Newsletter

Inside this Issue:

  • Preview of the Upcoming OH/KY Chapter
  • 2023 Spring Conference
  • Great Lakes Conference Recap
  • Legislation Update
  • Meet Your OH/KY Chapter Officers
  • New Member Spotlight
  • Thank Our Sponsors

TEA Chapters Are Expanding!

For the first time since the 1990’s, The ESOP Association Board of Directors has voted to add new Chapters, including an all-new Rocky Mountain Chapter and a re-instated Florida Chapter.

January 2023 ESOP Report

This month's issue of the ESOP Report includes The ESOP Associations advocacy victories, the expansion of Chapters, and ESOP New Year's resolutions.

Ohio/Kentucky June 2022 Newsletter

Inside this Issue: Message from the President OH/KY Chapter Spring Conference Recap TEA National Conference in DC Recap Meet Your OH/KY Chapter Officers New Member Highlight Thank Our Sponsors Pricing Power is Critical in Inflationary Environments

December 2022 ESOP Report

Happy Holidays from Your Friends at The ESOP Association!

The ESOP Report will return in early January 2023 with all the news, content, and announcements you expect from The ESOP Association.

Pro-ESOP Retirement Legislation In Final Stages

The ESOP Association has been working with Congress during this congressional session on bipartisan retirement security legislation.  That important legislation – which includes provisions that affect every ESOP and employee ownership in general – is being considered in the final days of the current Congress.  If this bill, which was p