The ESOP Association Blog

Covering ESOPs and employee ownership

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, ,

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, ,

June 2014 ESOP Report is Available

The June 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.

June2014ESOPReportCOVERsmall

Filed under: Publication, ,

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