Capital Notes Summer 2016 is now available!

September 1, 2016, 8:43 pm

Capital Notes Summer 2016

Should you have an Investment Policy Statement for your retirement plan?

September 1, 2016, 8:41 pm

Coordination of Your Investment Policy Statement 2016

ESOP Association Fall Conferences.

July 27, 2016, 6:10 pm

Click here for more information on two upcoming Fall Conferences being offered by the ESOP Association.

Updated Seminar Presentations

July 14, 2016, 9:05 pm

Click here to see recent updated seminar presentations.

An NCEO Issue Brief

September 1, 2015, 5:29 pm

“ESOP Governance in the Face of Business Challenges” co-authored by Lisa Tilley and Bill Gust. Click here for information on […]

ERISA: 40 Years Later

October 20, 2014, 3:09 pm

Is Retirement More Secure Since Then For The Average Employee?    

Stock Transactions: Fair Value, Sustainability and Best Practices. Approximating the Perfect in an Imperfect Financial World

February 4, 2014, 6:59 pm

Since stock transactions, like the companies pursuing them, come in more variations than a politician’s excuses, it is critical that […]

Internal Revenue Service announces 2014 cost of living adjustments

January 15, 2014, 3:30 pm

On October 31, 2013, the IRS announced cost of living adjustments applicable to dollar limitations for pension plans and other retirement […]