Employee Ownership Blog

Waitrose stores, part of the United Kingdom's largest employee-owned company, the John Lewis Partnership, funds a foundation that recently provided extensive electrification in the Kenyan town Eldama Ravine, where some Waitrose suppliers are based.

On April 15, Rep.

In 2010, the Department of Labor proposed regulations that would have made ESOP appraisers plan fiduciaries.

In his April 10 article Reviving the Flagging Spirit of Silicon Valley in the Wall Street Journal, Michael Malone argues that Silicon Valley has lost its vitality bec

One of the most common arguments against ESOPs as public policy is that they are too risky to be good retirement plans. Not only is a substantial portion of plan assets in a single security, but that security is tied to the employees' paychecks.

The magazine Middle Market Growth, a forum for private equity professionals, includes an article on how private equity firms can best use ESOPs as an exit strategy.

Employee ownership will be a central theme of a free conference on business and poverty at Oxford University on July 25th. Topics to be covered include: employee ownership, mutuals, impact investing, crowdsourcing, responsible leadership and corporate social responsibility.

On March 18, U.S.

A new analysis of the economic impact of S corporation ESOPs released yesterday examines trends in account balances, distributions to participants, total return, and

The Supreme Court may take up another employer stock case this year. It has asked the Solicitor General to prepare a brief in the case Tatum v. RJR Pension Inv.

A new report by Nari Rhee and Ilana Boivie for the National Institute for Retirement Security says that 45% of working-age households have no assets in retirement accounts.

Two upcoming meetings on employee ownership may be of interest: