CLEO Logo

School of Management and Labor Relations

Keyword Search

Results for: Magazine / Newspaper Articles | Showing Results: 1 to 25 | Total Results: 55 | Sort By: Alphabetical Publication Date

10 Things to Know about IRC Section 1042 

Section 1042 of the Internal Revenue Code allows for the deferral of capital gains tax when selling qualified securities to an employee stock ownership plan (ESOP). Here are 10 things we think selling shareholders should know about the 1042 election. 
Author: Khorsand, Behzad
Pub. Date: 2014-12-10

Best Practice in Developing Best Practice 

Best practice is to remember that and to never stop watching outcomes so that you can adjust your process to stay on course no matter how often the course needs to change. 
Author: Mathews, Anthony
Pub. Date: 2013-09-16

Can Employee-Owned Companies Reboot the Economy? 

If owners of businesses are reaping the rewards of economic growth at the expense of workers, then why not just try to increase the number of workers who also own a piece of the firms that employ them? 
Author: Matthews, Christopher
Pub. Date: 2013-11-19

Can There Be “Good” Corporations? 

When companies are owned by workers and the community—instead of Wall Street financiers—everything changes. 
Author: Kelly, Marjorie
Pub. Date: 2012-04-16

Change Management: Getting Employees on Board 

Change initiatives are notorious for their failure rate… 
Author: Staubus, Martin
Pub. Date: 2013-09-16

Choosing Between Government Procurement Preferences and Employee Ownership 

Adworkshop currently is considering a transition to 100 percent employee ownership over the next 10 years. Unfortunately, employee stock ownership plan (ESOP) companies have encountered obstacles when trying to participate in procurement programs... 
Author: Kerr, Camille
Pub. Date: 2014-03-11

Communication for an Employee-Owned Company 

Communication benefits the employee-ownership plan of a company in many ways. A well-communicated plan and a well-planned communication campaign are much more likely to accomplish your objectives... 
Author: Cai, Junyi
Pub. Date: 2012-06-13

Deck the Malls! 

A tale of entrepreneurship – and a leading holiday decoration company becomes employee owned... 
Author: Staubus, Martin
Pub. Date: 2014-12-10

Dependency, Poverty and Employee Ownership 

In today's economy, some employees live paycheck to paycheck and are unable to save for a rainy day, let alone retirement. However, an increasingly utilized business model may yield part of the solution. Employee Stock Ownership Plans (ESOPs) are a promising alternative to traditional business models… 
Author: Hoffmire, John
Pub. Date: 2015-03-09

Does an ESOP Make Sense? Craft Beer's Growth and Consolidation 

The consolidation and sale of some beloved brands to Big Beer has raised eyebrows and piqued new questions about the industry’s identity. The good news is the industry is still expanding with more than 4,000 U.S. craft breweries, over 100 in San Diego alone, and there is an opportunity for employee stock ownership plans (ESOPs) to play a larger role in the industry’s future. 
Author: Vira, Damien
Pub. Date: 2015-12-09

Don't Wait for a Crisis, Fix it Now 

When things go wrong at work, as they occasionally do, a common first reaction is to look for the culprit(s). This can lead to punishment which may result in the 'evildoer(s)' being severely reprimanded, or even terminated. Unfortunately, not only does the problem often remain unsolved, the organization is left with another challenge of replacing a person or two. There may be a better way that doesn't result in a lose-lose situation... 
Author: Scott, Sid
Pub. Date: 2014-12-10

Employee Ownership, Incentives and Environmental Sustainability 

It is by now common for large corporations to employ several sustainability officers, occasionally in high-ranking positions. A less frequently used tool – employee ownership – may prove a more powerful sustainability over the long term... 
Author: Taylor, Mike
Pub. Date: 2013-03-13

ESOP and 401(k) Coordination Tips in a Post-Disclosure World 

After several postponements, 401(k) fee disclosure was mandated by the Department of Labor (DOL) before July 1st of 2012. So what kind of impact have we seen in the ESOP world? Has it been successful in helping plan sponsors and participants understand the costs of their 401(k) plans? 
Author: Roback, Thomas, Jr.
Pub. Date: 2013-12-17

ESOP and a New Wave of Local Awareness 

By taking the great example of regional ESOP promotion pioneers, engaging the University of California in the effort and working to engage other educational institutions as well as leaders in business and the local employee ownership community, we believe that it will be very possible to build strong regional support for the idea that communities ought to be the most active supporters of employee ownership… 
Author: Mathews, Anthony
Pub. Date: 2015-06-08

ESOP Governance Collaborators: The Board of Directors 

Many closely held company boards only meet in the virtual world of corporate counsel's template minutes and perform their important functions without much more thought than what is required to make a signature. In ESOP-owned companies (or any structure that provides for broad ownership among employees of the company) the landscape changes, and the independent role of the board of directors as well as its oversight function become significantly more important. 
Author: Mathews, Anthony
Pub. Date: 2014-06-12

Ethics Make Us Better 

Recently, I read that Dennis Kozlowski, former CEO of TYCO who has been in prison for more than six years for stealing from his former employer is eligible for parole in 2014. Kozlowski had asked the parole board for mercy (early release), which was denied. While he is serving this sentence because of criminal acts, it raised again for me the importance of practicing ethics in business and in life. I’m also reminded that being an employee-owner/owned company doesn’t make us immune to ethical problems. 
Author: Scott, Sid
Pub. Date: 2013-12-17

Got Stock? Employers Take Note - Future Employees Want Their Share 

New research from Fidelity shows that over 80 percent of employees say that a company stock plan influences their decision to change employers... 
Author: Fidelity Investments
Pub. Date: 2014-07-07

Governance Curriculum for Employee-Ownership Companies 

The Beyster Institute is proud to announce the launch of the complete picture for employee ownership governance education, the Governance Curriculum for Employee Ownership Companies. 
Author: The Beyster Institute
Pub. Date: 2013-03-13

Harrell Remodeling ESOP Company Profile 

Harrell Remodeling, Inc. (HRI) is the result of a young woman's belief in the ideas that good fortune comes from hard work; that anything is possible with enough commitment; that listening to and serving the needs of others is the only correct business model and that thoughtful, methodical planning is a good thing – not a handicap. 
Author: Mathews, Anthony
Pub. Date: 2015-03-09

How Do I Get More Employees to Actively Participate in Our Plan? 

You just received the dreaded call from your friendly 401(k) third-party administrator – your average deferral percentage (ADP) test is failing…again! Some of your highly compensated employees will be disappointed to learn that money they deferred will be returned to them and is taxable. 
Author: Angell, Jessica
Pub. Date: 2014-09-04

How Entrepreneurs Get Motivated 

In order to better understand what inspires employees in the workplace, three entrepreneurs share what motivates them to get in the office everyday and put in those long hours to turn their dreams into reality... 
Author: Bruner, Mike
Pub. Date: 2013-06-11

Improving State-Level Policy Advocacy for Employee Ownership 

If undertaken nationwide, initiatives to support employee ownership at the state level could dramatically improve not only the welfare of prospective employee owners, but also revitalize an important source of U.S. firms' competitive advantage in the global marketplace... 
Author: Taylor, Michael
Pub. Date: 2012-06-13

In Search of Employee Ownership Plans in Mexico 

After hearing so much about how employee stock ownership plans (ESOP) and other ownership plans in the U.S. transform companies, it seemed logical to think that other countries, like Mexico, should have similar incentive plans in place. This assumption, however, turned out to be incorrect.... 
Author: Zorrilla, Maria
Pub. Date: 2013-06-11

J. Robert Beyster's Spirit Lives On 

In 1986, Dr. Beyster created the Foundation for Enterprise Development (FED) to assist companies and individuals who were interested in furthering the concept of employee ownership, a core principle of Dr. Beyster's entrepreneurial philosophy... 
Author: Zollars, Ron
Pub. Date: 2015-03-09

Let's Deal with Sustainability Once and for All 

I think the reason we are still undecided about the sustainability of the employee-ownership model is simply that there are still significant numbers of business leaders (and, more importantly, business advisors) for whom the idea that allowing employees to earn capital as well as salary and benefits just sounds wrong. 
Author: Mathews, Anthony
Pub. Date: 2011-09-15