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In a March 2017 paper, Employee Stock Ownership Plans as an Exit Strategy for Private Business Owners, Alex Brill of examined a number of paths by which current owners may leave or s

In its January-February 2019 newsletter, the NCEO will unveil research that examines the impact of ESOPs on distressed communities as defined by the Distressed Communities Index created by the Economic Innovation Group.

As I talk with members, the word that keeps coming to mind is “resilience.” Some of you reading this are facing terrible choices and no-win situations. Some of you are seeing trouble approaching.

The Certified Equity Professional Institute at Santa Clara University has released its 2008 research project focusing on restricted stock and restricted stock units as part of its ongoing GPS | Guidance, Procedures, Systems project.

Results are now in from the NCEO's survey of executive compensation in ESOP companies, the only such survey available. We had a very strong response, with 317 companies providing detailed answers.

The NCEO's first-ever ESOP transaction survey shows a number of trends in how companies structure, manage, and evaluate ESOP transactions.

John Lewis, the iconic UK department store and the flagship of the UK's employee ownership sector, announced in January that it would consider not paying its staff bonus.

The Employee Benefit Research Institute, the definitive source of data on retirement plans, reports that in 2006 only 50.6% of private sector wage and salary workers between 21 and 64 worked for an employer sponsoring an employee retirement plan, and only 40.3% participated in a plan.

After missing several self-imposed deadlines, conference committee leaders say that legislation to reform retirement plans might actually get reported back to the House and Senate for a final vote very soon.

House-Senate conferees have made little progress in reaching a compromise on competing versions of retirement plan bills. Rules for pension plan funding and third-party advice for 401(k) plan participants are the widest areas of disagreement.