ESOP Links

Links to other ESOP and Benefits sites


The ESOP Association is the national membership organization with a primary focus on employee ownership through employee stock ownership plans (ESOPs).


The Employee Ownership Foundation (EOF) is a 501(c)(3) organization that engages in fundraising and the distribution of grants to support programs and research in the areas of ESOPs and employee ownership.


The National Center for Employee Ownership (NCEO) is a private, nonprofit membership and research organization that serves as the leading source of accurate, unbiased information on employee stock ownership plans (ESOPs), equity compensation plans such as stock options, and ownership culture.


The Beyster Institute’s mission is to advance the use of entrepreneurship and employee ownership to build stronger, higher performing enterprises.


The Employee-Owned S Corporations of America (“ESCA”) seeks to preserve and protect S corporation ESOPs and the benefits they provide to their employees.


The Aspen Institute hosts and other links to employee ownership and business cases.


Equity Strategies, LLC helps business owners extract value from their private companies primarily through the use of ESOPs.  They are affilaited with the Norfolk, VA law fim of Kaufman & Canoles.


SC&H Tax & Advisory Services, LLC offers a variety of services including stock valuation, audit support, and government contracting consulting.


Blue Ridge ESOP Associates serves the ESOP community by providing administration services for ESOP and 401(k) plans.


Swerdlin & Company provides ESOP and KSOP administration, serving over 85 ESOPs in 31 states, with “open architecture” fund choices for your 401(k) investments, and one point of contact for your plans.


HR Solutions provides compensation and related documentation at highly competitive prices.  Contact Steve Parker at

Butcher Joseph Hayes is a merchant bank that provides a variety of services, including ESOP financing, to its clients.  A useful primer on ESOPs can be found at:


ERISA Title I Enforcement/Compliance.


Tax Information for Retirement Plans.


Information on various benefits topics with daily news items.


Cornell Law School (federal court opinions, US Code, Federal Regulations)


Tax Almanac


Legal BitStream


Calculating the cash value of an annuity or structured settlement involves multiple variables, including interest rates, demand and how much money you need.

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