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On January 1, 2017, Arbor Assays, a company that designs and manufactures tools for the life-science industry, became an employee-owned company through the use of a "perpetual trust." The owners sold their interests to the employee trust and provided seller financing.

The evidence remains mixed on whether companies really will cut back in any significant way on their employee stock purchase plans (ESPPs). In a recent survey of 46 public companies that filed new or amended ESPPs, Equilar, Inc.

In the face of the stock market's sharp decline, more people are calling for a reduction of employer stock in retirement plans.

Writing in the Business Journals, Joe Rankin notes that, although private equity firms have traditionally not invested in ESOP transaction

In the August 7 issue of the BNA Pension Reporter, noted tax analyst Robert Willens, a managing director at Lehman Brothers, argued that real estate investment trusts (REITs) that perform active and substantial management duties should be eligible as qualified replacement property under Se

Many NCEO member companies would be strong candidates for the Great Place to Work Institute's annual "50 Best Small and Medium Companies to Work For in America" list. I am on the board of the Institute, but do not have any role in the selections.

The "Employee Ownership 100" list will be published in the July-August 2006 issue of the NCEO's newsletter for members.

The NCEO is partnering with the Initiative for a Competitive Inner City (ICIC) on a project to encourage employee ownership in inner cities.

The Arizona Securities Division has denied a request for a no-action letter from World Internet Holdings, Inc. on its stock option plan. The company was seeking an exemption for the plan from securities registration requirements.

A new survey of the 1,250 largest global companies by Arthur Andersen shows that 43% operate global share plans for executives, while 27% operate global share plans for all of their employees. Another 7.75% plan to introduce broad-based plans in 1999.