Blog Post October 27, 1999

39% of Inc. 500 Give Broad Options

A new survey by Inc. magazine (10/99) shows that 39% of the Inc. 500, the fastest growing privately held companies in the U.S., give stock options to all full-time employees, up from 26% last year. The median employment size of the companies is 60, and median sales were $10.2 million.
Blog Post August 1, 1997

401(k) Diversification Rules Passed

The Act includes language that prohibits sponsors of 401(k) plans from requiring employees to invest in employer stock if the employee deferral part of the plan is 10% or more invested in company stock. The employer contribution part can be entirely in stock, however.
Blog Post July 3, 1997

401(k) Plans and Employee Ownership

The House version includes a provision that prevents employers who sponsor 401(k) plans from requiring employees to invest their elective deferrals in company stock if the plan has 10% or more of its total assets in company stock.
Newsletter Article June 2019

401(k) Plans in ESOP Companies

Most ESOP companies also have 401(k) plans. Thinking carefully about how these plans will work once an ESOP is in place is critical
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Blog Post August 8, 2002

401(k) Plans Still Heavily Invested in Employer Stock

A new Congressional Research Service study of 277 large public companies has found that employer stock accounts for an average of 38% of all assets in defined contribution plans other than stand-alone ESOPs, with a median of 24.7%.