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

Publication: ESOP Fiduciary Handbook

Publications Highlight

ESOP Fiduciary Handbook

The ESOP Fiduciary Handbook — a resource for internal and external ESOP fiduciaries. This publication is authored by The ESOP Association’s Interdisciplinary ESOP 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 w/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.

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Publications Highlight – Creating a High Performing Company

Publications Highlight

Creating a High Performing Company

This video features interviews with CEOs and average pay employee owners discussing why an ownership culture is important and the tactics used to create a culture of ownership, as well as, success stories. While all companies are different in size and industry, all have similar strategies, tactics, and plans to help them motivate employee owners and to move the company and its individuals to a higher level of performance. This video also features a section on the Annual Awards for Communications Excellence (AACE). The AACE Awards provides companies with an opportunity to showcase the work they do all year long to create an ownership culture. DVD format. English. 34 minutes.

Members $140.00   Non-Members $250.00

Visit our website or call 202-293-2971 to purchase, “Creating a High Performing Company.”

Publications Highlight: The ESOP Flag – Ownership Spirit!

Publications Highlight

Fly the ESOP flag proudly under, or next to, Old Glory. The ESOP flag with ESOP logo and “Employee Owned” on white or royal blue nylon, 3’ x 5’. The ESOP flag meets all industry standards for outdoor display. Durability subject to weather conditions. Specify color: white with blue lettering or blue with white lettering.

 Members $68.00   Non-Members $500.00

 Visit our website or call 202-293-2971 to purchase the ESOP flag!

Publications Highlight – ESOP Participant Communications

Publications Highlight

Your ESOP:  It’s For All Of Us (brochure and electronic formats available in both English and Spanish) — Answers commonly asked questions by ESOP participants; focuses on how ESOPs work and how employee stock ownership can benefit the company and employees alike in a non-technical description; includes descriptions on how stock values can accumulate, the importance of productivity and the advantages that ESOPs provide.

ESOP – The Concept (brochure and electronic formats available in both English and Spanish) — A great brochure to give to new employees, the news media, clients, vendors and the general public.  This brochure describes different types of ESOPs, the uses of an ESOP, how ESOPs work and the advantages that ESOPs provide to companies and employees.  Leveraged and non-leveraged ESOPs are diagrammed and briefly described.

Members $1.00 each, plus s&h   /   Non-Members $6.00 each, plus s&h

Order online in the ESOP Store or email pubs@esopassociation.org or telephone toll free 1(866) 366-3832.  Order today!

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

Have the Ownership Spirit!

Fly it proudly under, or next to, Old Glory. ESOP Flag with ESOP logo and “Employee Owned” on white or royal blue nylon, 3′ x 5′. The ESOP flag meets all industry standards for outdoor display. Durability subject to weather conditions. Specify color: White with blue lettering or blue with white lettering.

Members $68.00   Non-Members $500.00

Visit our website or call 202-293-2971 to purchase the ESOP Flag!

Publications Highlight – Administration Handbook

With the 2012 Annual Conference approaching, we thought we’d highlight a few of the publications that will be available at the Membership Services Booth. Today, the Administration Handbook:

Designed as an overview and checklist of the entire administration process, this handbook, produced by The ESOP Association’s Advisory Committee on Administration, is invaluable to in-house administrators, administrative committee members, officers, and management personnel responsible for administration of their company’s ESOP. Separate chapters are devoted to Disclosure Requirements, Diversification, Distribution, Contributions and Allocations, Participation and Coverage Rules, and other crucial issues. The Handbook is packaged as a hardcopy three-ring binder and includes a CD.

Pricing:

MEMBERS: $150

NON-MEMBERS: $400

Visit our website or call 202-293-2971 to purchase “The ESOP Association’s Administration Handbook.”

Member Services – Publications Highlight

Leading up the Las Vegas Conference & Trade Show, November 3 & 4, 2011, we thought we’d highlight a few publications that will be available at the Membership Services booth — #107.

 ESOP Repurchase Obligations

This informative booklet explains ESOP repurchase obligations and addresses many of the issues and variables pertaining to the repurchase obligations’ process. This booklet addresses the following questions:

What are the legal requirements relating to the repurchase obligation?
What are the variables that affect the repurchase obligation?
What process can an ESOP company follow to plan for the repurchase obligation?
What choices does a company have in how it manages and funds its repurchase obligation?

 Members $12.00 Non-Members $38.00

 Visit our website or call 202/293-2971 to purchase ESOP Repurchase Obligations.