The ESOP Association Blog

Covering ESOPs and employee ownership

Happy holidays from The ESOP Association!

We’re taking a short break but we’ll be back in 2015 with more ESOP news to share. Best wishes for a happy holiday season from The ESOP Association.

happy holidays from TEA

Filed under: Uncategorized

Holiday Break

The ESOP Association Blog will be taking a short winter break. We’ll be back in January 2014 with more ESOP news and features. Best wishes for a happy holiday season!

happy holidays

Filed under: Uncategorized

Publications Highlight: ESOP Fiduciary Handbook

The ESOP Fiduciary Handbook is a resource for internal and external ESOP fiduciaries. The Handbook is authored by The ESOP Association’s Interdisciplinary Advisory Committee on Fiduciary Issues.

Topics include:

  • Overview of Fiduciary Duties
  • Prohibited Transactions
  • Governance of an ESOP Company
  • Valuing Employer Securities
  • How to Survive an Audit and much more

Available in print with CD or CD only.

Members $100.00

Non-Members $350.00

Visit our website or call 202/293-2971 to purchase the ESOP Fiduciary Handbook.


Filed under: Uncategorized

Responsive Design & The ESOP Association’s Website

In late 2012, The ESOP Association released its newly re-designed website. As part of the re-design, the site is now accessible on smartphones and tablets through mobile and responsive design versions that make navigation easier. To see what we’re talking about, open the Association’s website on your smartphone or tablet.

And this is the bit where we brag a bit. In the ASAE’s (American Society for Association Executives) magazine, Associations Now, June 2013 Guide to Technology Solutions issue, The ESOP Association was featured in an article on responsive design. Go ahead, take a look.

Filed under: News Links, Uncategorized, ,

Winter Break

During the week of December 24, 2012, The ESOP Association will take a blogging break. We’ll return on Thursday, January 3, 2013 to the business of keeping readers informed of the latest employee ownership news.

Best wishes for a Happy New Year.

Filed under: Uncategorized,

Publications Highlight – ESOP Survey

Publications Highlight

2010 ESOP Survey, 2005 ESOP Survey, & 2000 ESOP Survey

The ESOP Association publishes the ESOP Company Survey — “Benchmarking ESOP Companies” every five years.  The results offer ESOP companies benchmarks on how the company compares to other ESOP companies in all areas of ESOP operations and management.  From meeting ERISA requirements such as vesting schedules, diversification, trustees and administrators, and provisions of departure to average account balances, wage concessions and average annual contributions.  This is a decade of valuable ESOP benchmarking data.

Available for only $10 each (TEA members), plus S&H. 

Order online under “Resources” – “Publications & Products” or by sending an email to or by phoning toll free 1(866) 366-3832.  Order today!

Filed under: Member Services, Publication, Uncategorized, , ,

We’d like to Share a Message from Senator Mitch McConnell

At The ESOP Association’s 35th Annual Conference in Washington, DC, Senator Mitch McConnell (R-KY) delivered, by video, a message to ESOP Association members during the Employee Ownership Foundation Luncheon on May 10th.

A long-time advocate for ESOP companies in Kentucky, Senator McConnell’s message to Association members encouraged everyone to talk to their member of Congress about ESOPs and employee ownership. He specifically cited figures from the 2010 General Social Survey proving employee stock ownership companies were more than four times less likely to lay off employees than conventionally owned firms during the 2009 recession. The Employee Ownership Foundation is the primary funding source for questions on the survey about employee ownership in the U.S.

“We thank Senator McConnell for taping this message to members of The ESOP Association,” said ESOP Association J. Michael Keeling. “It’s important for us, as a community, to remember how vital it is to share information with members of Congress that proves employee stock ownership is good for America.”

The video of the Senator’s remarks is now available on The ESOP Association’s YouTube Channel. You can also watch the video below.

Filed under: Conference Information, DOL Proposed Fiduciary Regulation, Economic Performance, Employee Ownership Foundation, Employee Ownership Message, Government Affairs, Uncategorized, , ,

Winter Break

During the week of December 26, 2011, The ESOP Association will take a blogging break. We’ll return on Tuesday, January 3, 2012 to the business of keeping readers informed of the latest employee ownership news.

Best wishes for a Happy New Year.

Filed under: Uncategorized

Oldie but a Goodie

Back in 2007, J. Michael Keeling, president of The ESOP Association, appeared on the Conversations with Harold Channer program (more information here and here) which is taped in New York City.  The programs are carried on the cable television systems in Manhattan and can also be viewed at — click on channel 1 at the site.

The 2007 program recently re-aired on Thursday, August 18, 2011 and though we missed the program, we thought we’d share a link so others can watch.


Filed under: Employee Ownership Message, Uncategorized, , , , ,

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