Find Your Resource

The UK is celebrating its fourth Employee Ownership Day today, July 1. Events around the country include celebrations by employee-owned companies and public events to raise awareness.

The Employee Plans subgroup of the IRS Advisory Committee on Tax Exempt and Government Entities (ACT) is conducting its 2015/2016 project on the IRS's decision to eliminate most determination letters for individually designed plans.

Philadelphia City Council's Committee on Commerce & Economic Development held hearings on April 2 to hear testimony about employee ownership. The city of Philadelphia has a dozen employee-owned companies, such as McKean Defense, Urban Engineers, and Crown Cork & Seal.

Can an ESOP company be too successful? Gregg Kelly of Orthodyne Electronics isn't complaining about how well his company's ESOP has performed, but he does worry that some employees will leave to take advantage of the huge run-up in their stock.

It's purely unscientific, but here is what I saw as the top 10 developments of the year:

According to a new IRS analysis of wealth holdings, the top 47,000 families in the U.S. (those with over $20 million in assets) owned $1.196 trillion in public and private corporate equity.

The top five executives of the 1,500 largest corporations in the U.S. averaged $25 to $30 billion per year in non-salary compensation between 2001 and 2007, according to a new report, Inclusive Capitalism for the American Workforce, by Richard B. Freeman of Harvard and Joseph R.

A March 2015 Towers Perrin survey of 160 large public companies finds that many are rethinking their plans in light of the Supreme Court decision in the Fifth Third v Dudenhoeffer case.

The January 2018 edition of GardenCenter, available online, features a cover story on employee ownership, featuring three ESOP-owned companies (Gardeners Supply Company, Armstrong Garden Centers, and Pike Nu

The Beyster Institute at the UC San Diego's Rady School of Business will host a special session of its Certificate Program for Non-Professional ESOP Fiduciaries on November 26 to 28 in La Jolla, CA.