New Research: The 2016 Survey of Employee Stock Purchase Plans

The results of the newest survey on broad-based employee stock purchase plans (ESPPs) show some continuity with prior surveys, such as the continued prevalence of a 15% discount and a six-month offering period, as well as some insights, such as high levels of satisfaction and low levels of invest

New Resource on Employee Ownership Cases

CasePlace.org, a compendium of case studies for business schools and other users, has compiled a large number of employee ownership case studies. Some are from the NCEO, others are from academic journals and papers.

New Resources for Employee Ownership Month

Employee Ownership Month provides us with an opportunity to celebrate, reward, and educate employee-owners and the companies they work for. Stepping back, it’s helpful to understand the history behind the celebration and why it matters today.

New Roles in Congress for ESOP Supporters

In the 113th Congress, long-time ESOP supporters such as John Boehner (R-OH), Eric Cantor (R-VA), and Debbie Stabenow (D-MI) retain their leadership roles, and several pro-ESOP legislators are taking new roles.

New Ruling Could Change Definition of Fiduciaries

A new Supreme Court ruling (Varity v. Howard, 3/19/96) could have a significant effect on all employee benefit plans. The case, which did not involve an ESOP, involved plans by the Varity Corporation to spin off some of its businesses.

New Rutgers Program Focuses on Retiring Business Owners of Color

The Rutgers School of Labor and Management has just introduced a free online program that guides business owners through the process of selling their businesses to their employees through an employee stock ownership plan (ESOP) or worker cooperative.