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Enhancing American Retirement Now Act Released

The Senate Finance Committee today released a summary of the Enhancing American Retirement Now (EARN)
Act that includes a provision partially expanding section 1042 tax deferral to ESOPs that are S-corporations.

Senate Committee Passes Landmark Bipartisan Retirement Security Legislation Including Top Priorities for ESOPs

The United States Senate Health, Education, Labor, and Pensions (HELP) Committee has passed S. 4353, the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg (RISE and SHINE) Act, which includes significant provisions that promote ESOPs and require the U.S. Department of Labor (DOL) to provide regulatory guidance the Association has been seeking for more than four decades.

May 2022 ESOP Report

Welcome to the May Issue of the ESOP Report, with a special feature on our 2022 TEA National Conference. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss! 

April 2022 ESOP Report

Welcome to your April 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! As a benefit of your membership, you'll receive the ESOP Report in your inbox each month. Make sure to share with your colleagues and employee owners!
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