Employee Ownership Blog

Austria has increased the nontaxable maximum amount allowed for shares contributed by employers to employees under qualified employee ownership plans from €1,460 to €3,000 (roughly from $2000 to $4000).

The election for the NCEO's board of directors is open through February 5. All members in good standing should have received an email with a link to the ballot on January 6. Contact Loren Rodgers ([email protected]) with questions.

The Beyster Institute at UC San Diego's Rady School of Business is offering its second annual training program for ESOP fiduciaries.

On December 26, the Department of Labor's Employee Benefits Security Administration (EBSA) announced that it had filed a civil suit to recover losses by ESOP participants at Miller's Health Syste

According to an article in the fall 2013 issue of the SRR Journal by Gian Ricco, based on data from S&P Capital IQ, there were 15,155 mergers and acqu

The Department of Labor announced that it expected to re-propose its definition of a plan fiduciary in August. The new definition, expected to affect ESOP appraisers, is now called the "conflict-of-interest" rule.

NCEO members in good standing will receive an email invitation to the ballot for our 2014 election for the board of directors. The election will run through February 5, and the new directors will begin their terms during the annual conference.

The biannual meeting of cooperative leaders from around the world will take place in Quebec this year.

On Friday, the Supreme Court granted certiorari in Fifth Third Bancorp v Dudenhoeffer (No. 12-751), meaning that the court will review a ruling by the Sixth Circuit Court of Appeals to determine whether ESOP fiduciaries are entitled to a presumption of prudence.

The Chancellor of the United Kingdom, George Osborne, announced in early December that the government would increase the allocation of funding to support emplo

UBS released a study that documents changes in attitudes about equity compensation and wealth management as employees have increased experience with such plans.

To respond to new research opportunities and strengthen our existing projects, the NCEO is planning to hire a new staff person who will be focused almost entirely on research.