Employee Ownership Blog

The NCEO now offers a customized live PowerPoint-based fiduciary training program. The 90-minute session is designed to help inside fiduciaries understand their roles and responsibilities as fiduciaries.

In a May 8 decision, the 11th Circuit Court of Appeals dismissed the claim by lead plaintiff Dennis Smith that the trustee of Delta's ESOP should have sold company stock because the trustee should ha

Although it had been considering recommending changes to the rules governing employee ownership in its budget proposal, the government of Australian Prime Minister Tony Abbott has said it will instead introduce its proposals later in the year.

Phyllis Borzi, the Assistant Secretary of Labor for the Employee Benefits Security Administration, told BNA Bloomberg on May 5 that EBSA does not have a set date by which it will release an updated version of its proposed regulations defining who is a retirement plan fiduciary.

Pensions & Investments released a list of the 10 largest ESOP companies in its top 1000 retirement funds.

The Beyster Institute at the Rady School of Business at UC San Diego will host members of the boards of directors of ESOP companies for a meeting intended to cover the key points of content directors should know and to foster peer-to-peer dialogue among directors.

The Employee Benefit Research Institute reports that company stock comprised 7.4% of 401(k) assets in 2012, continuing a decline from close to 20% in the late 1990s.

In an April 30 guest column for the PBS Newshour, Christopher Mackin argues that the ownership structure of NBA teams is inherently flawed and c

A new survey ("A/E Business Valuation and M&A Transaction Survey") of 205 closely held architecture and engineering firms by the consulting firm Rusk O'Brien Gido and Partners found that ESOP companies had valuations that were higher than non-ESOP companies.

The Hitachi Foundation and MIT's Sloan School of Management released a video on employee ownership featuring Mary Ann Beyster of the Foundation for Enterprise Development (FED).

In testimony on March 26, Secretary of Labor Thomas Perez addressed the House Education and Labor Committee and said that he and the Department of Labor are "huge fans of ESOPs," and that they are "remarkably successful in empowering workers to have ownership." Rep.

The NCEO welcomes three new members to its board of directors. John Brown is the founder and CEO of the Business Enterprise Institute, a national network of exit planners. Adele Connors is the CEO of Adworkshop, an ESOP-owned marketing agency.