Professional Development

The ESOP Association

Playing With House Money: New Lawsuits Fault Fiduciaries for Failing to Gamble With Employer Contributions

A plaintiff-side law firm recently filed seven class action lawsuits challenging the way in which ESOP fiduciaries invest employer contributions held in what is commonly called an ESOP’s other investment account (“OIA”).

Congress
Advocacy
Senate
ESOPs in the News
Employee Ownership Month
Culture & Communications
Employee Resources & Training
Professional Development

July 2025 ESOP Report

Welcome to your July 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!

Professional Development
Finance
Tax Benefits

IRC Section 1042 Administrative Considerations

An ESOP transaction can be structured to bring a significant tax benefit to the selling shareholders.

Awards
Employee Resources & Training
ESOP PAC
CEO Summit
Advocacy
Senate
Department of Labor
Scholarships
Professional Development
ESOPs in the News
Chapter News

May / June 2025 ESOP Report

Welcome to your May / June 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!

National Conference
Employee Resources & Training
Advocacy
Chapter News
Awards
ESOPs in the News
Professional Development

April 2025 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!

Professional Development

Professional Development: Building a Culture of Ownership at Web Industries

In 2025 Web Industries is celebrating 40 years of employee ownership, 25 of them as a 100% ESOP. Web is a manufacturer with facilities and employee owners in both the US and the EU. We are very intentional about implementing systems and structures for high participation.

Department of Labor
National Conference
President's Column
CFO Summit
ESOP PAC
Chapter News
Professional Development

March 2025 ESOP Report

Welcome to your March 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!

Professional Development

How a SWOT Analysis Influences ESOP Valuations

At a recent ESOP Association conference session on valuation issues, an ESOP company executive happened to remark, “Our annual valuation reports have never had a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats).” One may not realize it, but such an analysis can take many forms which are used to assess a company’s risk.

Department of Labor
Professionals' Forum
Scholarships
AACE
Employee Resources & Training
Chapter News
ESOPs in the News
Professional Development

February 2025 ESOP Report

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!

Professional Development
Trustee
Culture & Communications
ESOP Establishment

Building Employee Understanding of the Trustee’s Role

A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners.

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Upcoming events

August 19, 2025 - ESOP Employee Accelerator - 2025 Waterloo, IA

August 20 - 21, 2025 - New England Chapter - 2025 HR Conference

August 21, 2025 - ESOP Employee Accelerator - 2025 Kansas City, MO

August 21, 2025 - Heart of America Chapter Happy Hour + Networking Event 2025 - Kansas City

August 24 - 26, 2025 - CEO Summit 2025

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