House Committee Advances ERISA Litigation Reform
On a party-line vote on March 17, the House Committee on Education and Workforce passed the ERISA Litigation Reform Act, a bill that would make it more difficult for plaintiffs to move through the ...
IN-PERSON MEETING
Are you interested in using an ESOP as an exit plan or employee benefit but unsure where to start? Join us in Ohio this June for our "Is an ESOP Right for You?" seminar, a one-and-a-half day event for business owners considering their succession planning options. This seminar will cover financing, transaction structure, valuation issues, investing the 1042 rollover, and more, to equip you for employee ownership success.
June 15 - 16, 2026 | Columbus, OH
NEW SURVEY REPORT
The 2025 ESOP Executive and Board Compensation Survey report is now available. Thank you to all 559 survey respondents for making this survey possible!
Become an NCEO member to access countless resources and benefits that help you navigate employee ownership. Whether you're considering a transition to employee ownership, administering an existing plan, or providing services in the field, NCEO membership connects you to essential resources and a vibrant community.
On a party-line vote on March 17, the House Committee on Education and Workforce passed the ERISA Litigation Reform Act, a bill that would make it more difficult for plaintiffs to move through the ...
As employee ownership trusts (EOTs) have grown in popularity in the US and abroad, the intersection and overlap between EOTs and steward ownership have become increasingly important. The post below ...
In a recent NCEO webinar titled What's Driving Your ESOP Valuation?, Andy Manchir and Dan Roach of KSM walked through the forces shaping year-end 2025 ESOP valuations and what ESOP companies can do ...
Employees in companies with ESOPs share the rewards of work through ownership, but most ESOP companies also share some of their annual profits with employees. My new paper "How ESOP Companies Share ...
In the new report A Nation at Risk to A Nation at Work: The Case for a National Talent Strategy, the Bipartisan Policy Council urges Congress and the administration to improve incentives for employee ...
We'll break down the accounting concepts that trip up your clients, explain why ESOP financials look different from traditional company books, and help you develop a process for identifying and explaining these items before your clients' accountants have to.
Discuss sellers of stock and others who customarily have not been named as defendants alongside ESOP Trustees are being sued in lawsuits relating to ESOPs.
This session focuses specifically on new plan formation and first-year operations.
Employee ownership is a term for any arrangement in which a company’s employees own shares in their company or the right to the value of shares in their company. Employee ownership is a broad concept that can take many forms, ranging from simple grants of shares to highly structured plans. The most common form of employee ownership in the U.S. is the employee stock ownership plan (ESOP), a highly tax-advantaged plan in which employees own shares through a trust funded by the company. Other forms of employee ownership include stock options, stock grants, synthetic equity (granting the right to the value of shares but not the shares themselves), worker cooperatives, and employee ownership trusts.
If you wonder if employee ownership might be a good fit for your company, learn more about its different forms in our free booklet Who Should Own Your Business After You?. If you already know an ESOP is the most likely candidate, our prefeasibility toolkit and tax advantage calculator can help you decide next steps. For other forms of employee ownership, visit this table for a side-by-side comparison.
The NCEO and the employee ownership community can help you make the most of your ESOP. Our resource toolkits are a good place to start to learn about best practices in corporate governance, repurchase obligation, financing, and more. You can also use our readymade communications resources and join peer networking groups or leadership cohorts.
We answer common questions about being a participant in an ESOP or you can learn why you might want to work at an employee-owned company. We can also help if you are curious about what the research says or if you are looking for readymade resources to help communicate employee ownership to your coworkers.
If you are already working with employee-owned companies, our toolkits and communications resources can help you support your clients, and our publications and live and online events can keep your knowledge current (and provide continuing education credits!). If you want to learn about the field, start with What is Employee Ownership? or our ESOP prefeasibility toolkit.