The ESOP Association Blog

Covering ESOPs and employee ownership

Updated Publication –> Your ESOP: It’s For All of Us

Feb 2015 Pubs HighlightUpdated Publication

Your ESOP: It’s For All of Us

This brochure is designed to help companies communicate the ESOP concept to employee owners. It includes non-technical descriptions of how ESOPs work and how employee stock ownership can benefit the company and employees alike. Emphasis is placed on explaining such issues as how stock values can accumulate, the importance of productivity, and the advantages that ESOPs provide. The brochure also includes answers to nine questions commonly asked by ESOP participants.

Also available in Spanish.

Members $1 / Non-members $6

To purchase Your ESOP: It’s For All of Us, visit The ESOP Association’s website, email pubs@esopassociation.org, or call 1-866-366-3832.

Filed under: Member Services, Publication,

January 2015 Monthly Wrap-up

As it turns out, January was a busy month…

We noted some upcoming events for February

We reported that the Department of Labor will not mandate ESOP appraisers be ERISA fiduciaries

The ESOP Association filed an amicus in Supreme Court case Tibble V. Edison Int’l

ESOP Association members were named Great Places to Work!

The January 2015 ESOP Report was published

We shared a guest post from AACE Awards Volunteer Coordinator, Paul Horn – 2015 AACE Awards

We highlighted a new report from the Center for American Progress that discusses inclusive prosperity

2015 conference sponsorship were announced

We mentioned a few ways to keep up with Association updates

2015 AACE Awards category information was shared

The Two Day Professional ESOP Forum was announced

The ESOP Administration Handbook was highlighted

ESOP Experts 2015 – If you’re interested, more info here

2015 AACE Awards — we told you what you need to know to enter this year

Filed under: AACE - Annual Awards for Communications Excellence, Chapter News, Conference Information, DOL Proposed Fiduciary Regulation, Employee Ownership Message, Government Affairs, Member Services, Publication, Retirement Issues, TEA Members,

January 2015 ESOP Report

The January 2015 ESOP Report newsletter is now available for members. To access this month’s issue, you’ll need to sign into The ESOP Association’s website. The Member Sign In button is located at the top of the page. To get to the ESOP Report, click Meet & Learn. A link to the ESOP Report is located on the left side menu.

Jan2015ESOPReportCOVERsmall

Filed under: Member Services, Publication, , ,

How to Keep Up with Association Updates

With the start of the New Year, we wanted to share several options for staying on top of Association news.

Website: all information is posted to The ESOP Association’s website.  Check the ESOP Bulletin under Advocacy and the News section on the homepage for the most up-to-date information.

ESOP Association Blog: government affairs information will be posted to The ESOP Association’s Blog as it happens. There is a subscription feature on the homepage of the blog, sign up and you’ll be notified by email when new information is posted. You can also subscribe to the RSS feed.

Twitter: (the new place to talk to us!) interesting information and links will be shared with members and the public.

Facebook & LinkedIn: information and links to information are posted to the Association’s Facebook page and LinkedIn group and LinkedIn company page for members to stay involved.

YouTube Channel: when important information is announced, additional commentary is posted to the Association’s YouTube Channel.

Google+: videos are also posted to the Association’s Google+ profile

Email: emails to the membership will continue on important issues.

As always, as information breaks, you’ll be notified and the Association will continue to share information in several forms and places to reach members.

Filed under: Member Services

ESOP Administration Handbook

Looking to update your ESOP resources in the New Year? The ESOP Administration Handbook is a great place to start.

Designed as an overview and checklist of the entire administration process, this Handbook, produced by the Association’s ESOP Administration Committee, is invaluable to in-house administrators, administrative committee members, and officers and management personnel responsible for administration of their company’s ESOP. Chapters include: disclosure requirements, contributions and dividends, ESOPs sponsored by S corporations, 401(k) arrangements and ESOPs, compliance testing, diversification requirements and other critical issues.

AdminHdbk COVER Artwork 2014

Filed under: Member Services, Publication, ,

ESOP Experts 2015 – Deadline Friday, January 9th!

Are you an ESOP expert? Market your ESOP specialty. Sign up now! The deadline for 2015 ESOP Experts is Friday, January 9, 2015.

To be listed among the 2015 ESOP Experts, use this form: ESOP Experts 2015.
Have questions? Contact Yvonette Brown at (202) 293-2971 or by email at yvonette AT esopassociation.org.
ESOP Experts Brochure 2015 COVER

Filed under: Member Services,

ESOP Company News – December 2014

ASU Group Celebrates Employee Ownership Month

The ASU Group in Okemos, Michigan joined the ESOP community in celebrating Employee Ownership Month this year. From ASU employee owner, Theresa Cooper: “The ASU Group held weekly events to celebrate ESOP month and honor employee owners this past October. Events included a photo caption contest (winning caption below) and an ESOP themed crossword puzzle on our intranet. Also, every employee owner received a large Hershey’s chocolate bar with a special ESOP candy-wrapper.”

Thanks to Theresa Cooper for sharing information on ASU’s Employee Ownership Month celebration.

ASU Group ESOP Photo caption winner 2014 d

C.S. Davidson Holds an ESOP Appreciation Lunch and Meets with Congressman Scott Perry

C.S. Davidson of York, Pennsylvania held an ESOP Appreciation Lunch. From employee owner, Greg Myers: “Attached is a photo from our ESOP Appreciation Lunch held at C.S. Davidson on 10/31/14. In the photo from left to right are: Greg Myers, Congressman Scott Perry, and John A. Klinedinst, CEO of CSD. Congressman Scott Perry (R-PA) delivered a letter of congratulations and spoke to our employee group after joining us for lunch. Mike Shuey from Restek also did a presentation about his company and their ESOP culture.”

Thanks for Greg Myers for sharing the photo with the Association.

CS Davidson

Have ESOP company news to share? Send email to media AT esopassociation.org.

Filed under: Member Services, TEA Members, ,

AACE Awards 2015

ESOP Association President, J. Michael Keeling, talks about the 2015 AACE Awards (Annual Awards for Communications Excellence) program, why all Association members should enter, and the importance of the program for the employee ownership culture community.

2015 Entry Deadline: February 17, 2015

More info on the AACE Awards.

Photos of AACE Award entries.

 

Filed under: AACE - Annual Awards for Communications Excellence, Member Services, TEA Members,

ESOP Association Board of Governors Looking for New Members

The elections for new members of The ESOP Association’s Board of Governors will take place first quarter 2015. The Nominating Committee will make the nominations for this year’s elections. All voting members of the Association are eligible for nomination.

Corporate and Professional members of the Association will vote on nominees for Board of Governors. There is a by-law process to be nominated by petition. See Association By-laws Article IX, Section 2, Subsection (b) (II); reprinted in the Membership Directory which is available on the Association’s website or contact the Association.

The Board of Directors emphasizes the role of the Board of Governors is to elect the Board of Directors, and to provide key points for the Board of Directors on the important issues facing the Association and the ESOP community in two meetings — the Annual Conference and the Las Vegas Conference & Trade Show.

To be considered for service on the Board of Governors, please write, fax, or email your message expressing your interest to ESOP Association President J. Michael Keeling, by February 1, 2015. A packet of information, including paperwork to be completed for presentation to the Nominating Committee, will be mailed to you. Email Michael AT esopassociation.org, fax 202/293-7568, or mail requests to: 1726 M Street, NW, Suite 501, Washington, DC 20036.

Filed under: Member Services,

The ESOP Association, Congressional Elections Update, November 2014

ESOP Association President, J. Michael Keeling, summarizes his presentation from the 2014 Las Vegas Conference & Trade Show on the Congressional elections and how ESOP champions fared.

Filed under: Conference Information, Government Affairs, Member Services, ,

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