A Guide to DOL ESOP Investigations
The first comprehensive analysis of Department of Labor ESOP investigations ever conducted, plus practical advice from experts.
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.
Huawei’s Employee Stock Ownership Plan and its Effect on Productivity: A Comparative Analysis of the 2010–2014 Financial Data of Huawei and ZTE
In this paper, we first examine whether Huawei has an advantage over ZTE following the strategic restructurings in 2011, and then retest the hypothesis on the positive effect of an ESOP on Huawei’s competitive position…
Requirement, Guidance, Advice and Implication: A Brief Look at a Couple of Recent ESOP Legal Events
Several recent legal events have given the ESOP community a great deal to consider…
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…
Overcoming Short-Termism within British Business: The Key to Sustained Economic Growth
This Review looks at ‘short-termism’ within British business: the pressure to focus on short-term results to the possible detriment of the long-term health of a company, or even a whole industry. The investigation confirmed that short-termism constrains the ambition of UK business, holding back its development and inhibiting economic growth…
Can There Be “Good” Corporations?
When companies are owned by workers and the community—instead of Wall Street financiers—everything changes.
Re-booting Capitalism: The Action Agenda for Business
Capitalism is living in interesting times. Politicians, academics and activists around the world are debating the merits of the capitalist system, and how and if it could be improved…
Reimagining Capitalism
This special edition of The Nation brings together a wide range of articles on new ways to shape capitalism, and to work on economic recovery.
Mid-Missouri Energy: Ethanol from Corn
Mid-Missouri Energy is a farmer-owned cooperative created to take advantage of the growing interest in ethanol as an automotive fuel.
Agricultural Cooperatives: Origins, Structure, Financing and Partnerships
This technical note explains how agricultural cooperatives are structured and financed, as well as how they form partnerships with one another and other elements of the food system.
Broad-Based Employee Share Ownership in Australian Listed Companies: Survey Report
The project subjects the existing regulatory regime for employee share ownership plans in Australia – in tax, corporate and labour law – to technical and empirical scrutiny. This research report presents findings from a survey of employee share ownership practice in ASXlisted companies.
Employee Share Ownership in Unlisted Entities: Objectives, Current Practices and Regulatory Reform
The project subjects the existing regulatory regime for employee share ownership plans in Australia – in tax, corporate and labour law – to technical and empirical scrutiny. This report considers the objectives and current practice in this area and notes that employee ownership levels tend to be lower for unlisted entities than for listed entities. It also examines the regulatory obstacles to such ownership and makes recommendations for reform to facilitate employee ownership in this area.
GE and Google Call for Clean Energy Policies
The recently announced alliance between technology giants General Electric and Google may provide the lobbying arsenal necessary for the U.S. to overhaul an outdated electric grid widely considered as a barricade to a low-carbon future.
S Corp ESOP Legislation Benefits and Costs: Public Policy and Tax Analysis
Samuel Zell’s acquisition of the Tribune Company in December 2007 using an S corporation employee stock ownership plan (S ESOP) brought S ESOPs to national attention.
Employee Financial Participation: An International Survey
Employee Financial Participation: An International Survey provides an overview of key international trends in employee ownership, pension reform, equity compensation, privatization, and employee financial participation in over 30 countries.
America Works: Thoughts on an Exceptional U.S. Labor Market
The U.S. labor market is the most laissez faire of any developed nation, with a weak social safety net and little government regulation compared to Europe or Japan.
Employee Financial Participation in the New Member States
This report looks at the current situation in relation to employee financial participation (EFP) and its recent developments in the new Member States (NMS) of the EU: Bulgaria, Cyprus, the Czech Republic, Estonia, Hungary, Latvia, Lithuania, Malta, Poland, Romania, Slovakia and Slovenia.
Employee Share Ownership Schemes: Two Case Studies
This study seeks to open up an examination of the reasons for implementing an ESO scheme at the enterprise level in Australia, through two interview-based case studies conducted at National Australia Bank Ltd and Palm Springs Ltd.
The Political Economy of Employee Ownership in the United States: From Economic Democracy to Industrial Democracy?
This study examines the development of economic democracy in the United States since the 1700s with particular emphasis on the last 30 years. The particular focus is on employee ownership…
Employee Share Ownership Schemes in Australia: A Survey of Key Issues and Themes
This paper surveys key issues and themes surrounding ESO schemes in Australia.
Split Personality: an ESOP is a Retirement Plan. No, It’s an Ownership Investment. Wait—It’s Neither One – Benefits
In the wake of the spectacular bankruptcies of Enron, United Airlines, and Polaroid, employee stock ownership plans have come under intense media scrutiny during the past year. The staggering losses of employees’ retirement savings have prompted pundits to predict the demise of ESOPs, and politicians to call for regulatory overhaul.
Thinking Globally, Acting Locally: Promoting Employee Ownership at the Subnational Level
There are at least six reasons why we should be concerned with encouraging employee ownership at thesubnational level: at the level of the state, the province, the region, the municipality, or other subnationalgovernmental units or at the level of the industrial branch, cutting across governmental geographic units.
The Roots of Broadened Stock Ownership
This analysis examines recent trends in stock ownership and explains the reasons for the dramatic increase in stock ownership among a broader and increasingly diverse number of Americans.
The New Capitalists: A Proposal to Free Economic Growth from the Slavery of Savings
This essay, devoted to explaining the financed-capitalist plan, is an attempt to advance our practical thinking about capitalism. It does not add anything except evidence of feasibility to the theory of capitalism as outlined in our earlier book.