The ESOP Association Blog

Covering ESOPs and employee ownership

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, , ,

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, ,

December 2014 ESOP Report is Available

The December 2014 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.

Dec2014ESOPReportCOVERsmall

Filed under: Publication, ,

November 2014 ESOP Report is Available

The November 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.

Nov2014ESOPReportCOVERsmall

Filed under: Publication, ,

Reminder – NEW EDITION: ESOP Administration Handbook

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

If you’re joining us at the upcoming Las Vegas Conference & Trade Show, stop by the Membership Booth, #105, and get your copy.

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

The ESOP Association would like to express its sincere appreciation to the members of the Advisory Committee on Administration for their hard work, contributions and expertise in creating this publication for the ESOP community.

Members $150 + s&h Non-Members $400 + s&h

Order online or call toll free 1 (866) 366-3832 or email pubs AT esopassociation.org

Filed under: Publication,

October 2014 ESOP Report

The October 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.

Oct2014ESOPReportCOVERsmall

Filed under: Publication, , ,

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; includes book and flash drive.

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@esopassociation.org

AdminHdbk COVER Artwork 2014

Filed under: Publication,

September 2014 ESOP Report

The September 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.

Sept2014ESOPReportCOVERsmall

Filed under: Member Services, Publication,

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, ,

August ESOP Report

The August 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.

Aug2014ESOPReportCOVERsmall

Filed under: Publication, ,

Welcome to the employee ownership blog of The ESOP Association.
The place where you'll find the latest information on ESOPs and employee ownership news.
Serving the entire ESOP community.

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 110 other followers

Twitter

Flickr

MN/Dakota Chapter

More Photos
Follow

Get every new post delivered to your Inbox.

Join 110 other followers