The Beyster Institute at the University of California San Diego's Rady School of Business will host the first certificate-granting course for inside ESOP fiduciaries.
The Beyster Institute at UC San Diego will host its popular training program for ESOP trustees and other fiduciaries for the first time outside of California. The program, which will be hosted by the Ohio Employee Ownership Center at Kent State University, will cover:
Dee Crosby is the new executive director of the Certified Equity Professional Institute (CEPI) at Santa Clara University. Dee has been on staff at CEPI since 2004. Before moving to Santa Clara, she worked in engineering management for several Silicon Valley companies.
The Certified Equity Professional Institute (CEPI) at Santa Clara University has issued the first part of a three-part report on proper procedures for equity plan administration.
Christopher Cox (R-CA), President Bush's nominee to head the Securities and Exchange Commission (SEC) was a cosponsor of the "Broad-Based Stock Option Plan Transparency Act," a bill that would limit options expensing to the top five officers of a company.
Legislation before the House Ways and Means Committee, considered likely to pass, would eliminate anti-discrimination provisions of Section 401(k) plans. Currently, the amount high-income people can contribute is limited by how much lower-paid workers contribute.
Change is hard even when it's necessary. Just because you have “always done it that way” doesn’t mean it is the right way or even works very well. Sometimes you need to reflect and do a gut check. Does this feel good? Am I getting the value I need or want from the effort?
Can a company change its distribution rules to pay people out later than initially promised and not face legal problems? According to a recent court case (Thomas Lee v. The Builders' Supply Co., 8:CV93-267, USDC NE), it can.
