The CEPI provides unbiased guidance and resources for issuers, service providers and auditors. This combined 4-in-1 volume covers Employee Stock Purchase Plans, Restricted Stock and Restricted Stock Units, Performance Awards, and Global Equity Plans. This volume is designed to help prepare people for examinations necessary to achieve the Certified Equity Professional designation from the Certified … Read More
Congress designed ESOPs to be the most cost-effective means for both owners and companies to provide for business transition. One of the most difficult problems for owners of closely-held businesses is finding a way to turn their equity in a business into cash for retirement or other purposes. The decision to sell is more than … Read More
We the Owners: Employees Expanding the American Dream is a documentary from the Foundation for Enterprise Development that follows three companies of different sizes in different industries and regions (New Belgium Brewing, Namaste Solar, and DPR Construction) that use employee ownership in diverse ways (an ESOP, a worker cooperative, and a phantom stock plan respectively). … Read More
This booklet helps business owners evaluate employee ownership. Thousands of business owners have decided that employee ownership is the best way to preserve the job security of their workforces and protect the character of their companies while providing them and their families fair value. In “Who Should Own Your Business After You?,” several of them … Read More
The “A Visual Guide to Employee Ownership” website is an initiative of the National Center for Employee Ownership. It includes infographics, videos, a map of ESOPs in the United States, and other accessible but impactful visual guides.
The National Center for Employee Ownership YouTube Channel includes webinars and videos on a variety of topics related to employee ownership. NCEO is a nonprofit organization that has been supporting the employee ownership community since 1981. Its mission is to help employee ownership thrive.
Many companies we encounter have a pretty good idea of what kind of employee ownership plan they want to use, usually based on specific needs and goals. However, sometimes they might be better served by another kind of stock plan. Others say they’d like to have an employee ownership plan, but they’re not sure what … Read More
This short web article introduces how an ESOP works, rules, and tax advantages.
The first comprehensive analysis of Department of Labor ESOP investigations ever conducted, plus practical advice from experts.
Estimated Number of Plans and Employees; Value of Plan Assets.
This book from the National Center for Employee Ownership shows ESOP companies how to communicate the plan to employees as well as customers.
Over the years, the NCEO has reported on new research on employee ownership and corporate performance. Now that a substantial body of work exists on the subject, they thought it would make sense to summarize it in one place.
There are now over 25 million employees who own stock in their companies through employee stock ownership plans (ESOPs), broadly granted stock options, or 401(k) plans with heavy concentrations of employer stock.
This easy-to-read guide to employee ownership introduces what employee ownership means and how it works, interspersing information with company profiles. Also see the companion website at www.esopinfo.org.
The National Center for Employee Ownership (NCEO) is a private, nonprofit membership and research organization that serves as the leading source of information on employee stock ownership plans, equity compensation plans such as stock options, and ownership culture.
This report describes the results of the first phase of a research project on the reasons companies terminate employee stock ownership plans (ESOPs). It summarizes interviews with company leaders at former ESOP companies and suggests directions for the quantitative research planned for phase 2 of this project.