A Look at Funding Via Pension Plans and Some Insights on Which Situations Might Best Fit this Approach

The ESOP Association encourages Congress to strengthen The Endless Frontier Act (S. 1260) by supplementing it with the bipartisan Sanders/Moran WORK Act Amendment, which provides critical resources to educate business owners about the benefits of employee ownership and the economic and competitive stability that flows from it. Business longevity and succession planning for the millions of current American businesses facing the retirement of their owners is an essential element to any long-term American competitive strategy.

Seeking to ride a wave of retiring business owners and the rising attention being given to employee ownership as a solution for wealth and income disparities, The ESOP Association is making a multi-year, multi-million dollar investment into government relations and public awareness.

Inside the May issue of the ESOP Report, you can read about the latest updates on the sessions, advocacy training, and sponsorship opportunities at the TEA National 2021 Conference; how ESOPs help close the wealth inequality gap; new and departing TEA Board members; new Chairs for four of the Advisory Committees; new TEA staff and a restructuring of our advocacy and communications areas; and more!  

Read how to maintain the confidentiality of your valuation reports while providing necessary access to auditors.

Inside this issue: Spring meeting.  Biden Administration nominations Employee Owners, Jobs, and the Local Community Calendar of Events Update on spring visits to Capitol Hill during the National Conference

In this issue of the Wisconsin Chapter newsletter read about our spring meeting, find out who won our chapter awards, meet this month's featured members, learn about upcoming events, and get an update on our government relations activities.