ESOP Forum

October 12, 2017, 3:51 pm

Please join us in Charlottesville, VA at the Omni Hotel on October 31, 2017 for the Forum on Employee Ownership […]

ESOP Association Annual Conference and Trade Show – 2017

August 29, 2017, 5:29 pm

Please join us in Las Vegas, Nevada at the Paris Hotel on November 9-10, 2017 for the largest annual ESOP Conference and […]

Please Join us as the MAC Fall Conference in Richmond, VA

August 29, 2017, 5:11 pm

The Fall Conference of the Mid-Atlantic Chapter of ESOP Association will be held at The Westin in Richmond, VA on […]

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

September 1, 2016, 8:41 pm

Coordination of Your Investment Policy Statement 2016

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 […]