Webinar

What You Need to Know Post ESOP Closing

Discover how to effectively manage loan payments, understand amortizations, and streamline communications for seamless statement distribution.
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Webinar Replay

Where the Roads Meet: Interplay between Trustee and the Board of Directors

This presentation will focus on the interaction between the trustee (whether internal or independent) and the board of directors on matters impacting ESOP-owned companies.  Presenters will discuss the valuation process, interaction during compensation decisions, and how the board of directors and trustee may consider offers to purchase the company.  Finally, the discussion will review oversight requirements for both parties
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Webinar Replay

Where You Are on Your Roadmap to Retirement - Baby Boomers (55-75)

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.    
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Webinar Replay

Why Plan Design is So Integral

Plan design is integral to every ESOP -- but with so many decisions to make and so many options, how much does it matter?  Learn which plan features are mandatory, and which offer flexibility. We will discuss the best practices of these different options and the long-term impacts of each.
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Webinar Replay

Working with ESOP Transaction Quarterback

ESOP transactions are inherently complicated, but an ESOP Quarterback can lead your team to success. Join this session to learn what skills are required to be an ESOP quarterback for your company. 
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Blog Post May 26, 2023

Touchdown for Employee Ownership

One month ago, 1,650 employee-owners and 50 considering employee ownership for their business all descended on Kansas City, Missouri, for the 41st NCEO Annual Conference. We welcomed 880+ first-time attendees to the event. We also saw 130 members join us online.
Blog Post September 15, 2021

NCEO Article Encourages States to Create Employee Ownership Programs

An August 9 article by NCEO founder Corey Rosen in Governing, Employee-Owned Companies Could Use a Government Nudge, argues for state and local programs to provide outreach and technical assistance to help educate business owners about employee ownership.
Blog Post July 3, 2024

The Download: A Year in Review

This June marked the one-year anniversary of The Download, a monthly NCEO member resource designed to help improve education and engagement at employee-owned companies.
Blog Post October 28, 2022

2023 Plan Limits Announced

In Notice 2022-55 (October 21, 2022), the IRS announced the largest increase in annual limits for retirement plans in many years. The new limits applicable to ESOP companies include: