The ESOP Association Blog

Covering ESOPs and employee ownership

NEW EDITION: ESOP Administration Handbook

Publications Highlight

NEW EDITION: ESOP Administration Handbook

The ESOP Association’s Advisory Committee on Administration has released an updated edition of the ESOP Administration Handbook.  Order your 2014 Edition today. AdminHdbk COVER Artwork 2014

Designed as an overview and checklist of the entire administration process, this handbook is invaluable to:

  • In-House Administrators
  • Administrative Committee Members
  • Officers & Management Personnel Responsible for Administration of their Company’s ESOP
  • Service Providers in the ESOP Administration Area

Separate chapters are devoted to:

  • Disclosure Requirements
  • Participation & Coverage
  • Contributions & Dividends
  • ERISA Reporting
  • Diversification Requirements
  • Distributions
  • 401(k) Arrangements & ESOPs
  • ESOPs Sponsored by S Corporations

Members $150 + s&h

Non-Members $400 + s&h

Order:

Online www.esopassociation.org click on “ESOP Store”

Phone toll free 1(866) 366-3832

Email pubs AT esopassociation.org

Filed under: Member Services, Publication, ,

July 2014 Link Round-Up

SEL employee owners share experiences with Illinois Congressman

Congressional visits by ESOP Association members during this year’s Annual Conference

An article by Dr. Joseph Blasi: The Founding Fathers Feared a Powerful One Percent

A few ESOP articles of interest

July ESOP Report was posted

We talked about the Iowa Economic Development Authority’s ESOP Initiative Program

Some more ESOP news highlights

The 2014 Employee Owner Retreat is getting close

2014 Summer Advocacy Kits are available

Filed under: Government Affairs, Member Services, News Links, ,

The July ESOP Report is Available

The July 2014 ESOP Report 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.

July2014ESOPReportCOVERsmall

Filed under: Government Affairs, Member Services, Publication, ,

New Issue Brief: Issue Brief #29: Treatment of ESOP Transaction Debt

New Publication Highlight

Pubs Highlight - new issue briefIssue Brief #29: Treatment of ESOP Transaction Debt

Issue Briefs discuss a variety of legal, financial, and operational issues relating to ESOPs and are updated regularly.

Members receive complimentary copies of all ESOP Issue Briefs upon request by emailing pubs@esopassociation.org or by contacting the Publications Department at the national office. All Issue Briefs can be accessed/downloaded by members logged into the website under “Learn About ESOPs” menu item “Issue Briefs.” Non-members may purchase Issue Briefs in the “ESOP Store” through the website, or contact the national office.

Member FREE / Non-member $6.00

Visit the Association’s website, email pubs AT esopassociation.org call 202/293-2971 to purchase Issue Brief # 29: Treatment of ESOP Transaction Debt.

The ESOP Association would like to thank to Valuation Advisory Committee Chair, Jeffrey Tarbell, ASA, CFA, Director, Houlihan Lokey, San Francisco, California and the members of the Association’s Advisory Committee on Valuation who worked on this project.

Filed under: Member Services, Publication, ,

New Pro-ESOP Bill, H.R. 4837

ESOP Association President, J. Michael Keeling, provides a legislative update to members regarding a new pro-ESOP bill introduced in the U.S. House of Representatives, bill number H.R. 4837.

 

Filed under: Employee Ownership Message, Government Affairs, Member Services, ,

May 2014 Wrap-Up

It’s June and that means it’s time for a May link round up.

Moody’s Collision Centers, Inc. hosted an event with Senator Susan Collins in Gorham, ME

We shared a photo of the 2014 Employee Ownership Month Poster Contest Winner

The May 2014 ESOP Report was released

We highlighted the ABCs of ESOPs

The Employee Owner Retreat is open for registration

Big G Express hosted at event with Congresswoman Diane Black in Shelbyville, TN

We shared some photos from the 2014 Annual Conference in Washington, DC

The Leading in an Ownership Setting Program is open for registration

We featured items from the Employee Ownership Foundation Auction that took place at the Annual Conference

We announced the 2014 ESOP Award Winners

We shared video highlights from the Awards Ceremony

We shared a link to the Annual Conference Lobbying Kit

We extended an invitation to Conference attendees to visit the AACE Awards display

The Annual Conference App was announced

Filed under: AACE - Annual Awards for Communications Excellence, Conference Information, Employee Ownership Foundation, Employee Ownership Month (EOM), Government Affairs, Member Services, Publication, Silver ESOP Awards, TEA Members,

May 2014 ESOP Report

The May 2014 ESOP Report is now available. To access this month’s issue, you’ll need to sign into the 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.

May2014ESOPReportCOVERsmall

 

Filed under: Member Services, Publication, ,

ABCs of ESOPs — Are You an ESOP Guru? Be One!

ABCs of ESOPs 1The ABCs of ESOPs is available exclusively to members of The ESOP Association as an interactive learning tool for ESOP participants.  It includes lessons, quizzes, a glossary of ESOP terms, frequently asked questions, and games.

To access the ABCs of ESOPs, visit the Association’s website and click the Member Sign In button at the top of the page. Once logged in, click Meet & Learn, then Online Learning.

Log in information for members:
Corporate, affiliate, and educational members – enter membership ID, email address, and the password will be your membership ID.
Professional members – enter membership ID, email address and the password is your last name.

If you have questions about the ABCs of ESOPs, please send an email to membership AT esopassociation.org.

ABCs of ESOPs 2

Filed under: Member Services, ,

Congratulations to the 2014 Chapter Award Winners

With the Association’s 37th Annual Conference (and the 23rd Annual Awards Ceremony on the evening of May 7th!) quickly approaching, we want to take a moment to congratulate the 2014 Chapter award winners. Following are the Employee Owner of the Year Chapter winners and the ESOP Company of the Year Chapter winners.

Congratulations to this year’s Chapter award winners!

2014 Employee Owner of the Year Chapter Winners

California/Western States Chapter – Brian Koski, The Sleep Train, Inc., Rocklin, CA

Heart of America Chapter – Matt Tuxhorn, Crop Quest, Inc., Dodge City, KS

Iowa/Nebraska Chapter – Kalese Sheldahl, Van Meter Inc., Cedar Rapids, IA

Indiana Chapter – Elizabeth Pech, Worm’s Way, Inc., Bloomington, IN

Illinois Chapter – Brett Moe, Holden Industries, Deerfield, IL

Michigan Chapter – Dan Salow, Thomson-Shore, Inc., Dexter, MI

Mid-Atlantic Chapter – Steve Earle, Mid South Building Supply, Inc., Springfield, VA

Minnesota/Dakotas Chapter – Alicia Schwartz, Oxygen Service Company, Saint Paul, MN

New England Chapter – Mark Ruskin, Carris Reels, Inc., Proctor, VT

Ohio/Kentucky Chapter – Janice Bridger, Allied Mineral Products, Inc., Columbus, OH

Pennsylvania/Delaware Chapter – Andrew J. Ferrari, P.E., C.S. Davidson, Inc., York, PA

Southwest Chapter – Joel Pason, Cisco-Eagle, Inc., Dallas, TX

Wisconsin Chapter – Tim Kramer, Priority Sign, Sheboygan, WI

ESOP Company of the Year Chapter Winners

California/Western States Chapter – Recology, San Francisco, CA

Carolinas Chapter – GBS Building Supply, Inc., Maudlin, SC

Heart of America Chapter – MMC Corp., Overland Park, KS

Iowa/Nebraska Chapter – VGM Group, Inc., Waterloo, IA

Illinois Chapter – KI Industries, Berkeley, IL

Indiana Chapter – Worm’s Way, Inc., Bloomington, IN

Michigan Chapter – The ASU Group, Okemos, MI

Mid-Atlantic Chapter – Wiley|Wilson, Lynchburg, VA

Minnesota/Dakotas Chapter – Dakota Supply Group, Fargo, ND

New England Chapter – Moody’s Collision Centers, Inc., Gorham, ME

New South Chapter – Big G Express, Shelbyville, TN

Ohio/Kentucky Chapter – Janotta & Herner, Monroeville, OH

Pennsylvania/Delaware Chapter – Murray Securus, Lancaster, PA

Southwest Chapter – Acadian Ambulance Service, Inc., Lafayette, LA

Wisconsin Chapter – CC&N, Pewaukee, WI

Filed under: Chapter News, Conference Information, Member Services, TEA Members, ,

April 2014 ESOP Report

April 2014 ESOP Report is now available. To access this month’s issue, you’ll need to sign into the 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.

April2014ESOPReportCOVER

Filed under: Member Services, Publication, ,

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