Tag: employee stock ownership plans

An NCEO report provides details about DOL investigations and litigation against ESOPs and provides considerations for ESOP valuations.

Trevor Bare, with Conrad Siegel, discusses the differences between ESOPs and 401(k) plans and how offering both can better prepare...

The court decision highlights the difficulty in determining the fiduciary status of parties and of making claims for equitable relief...

Among other things, workers with employee ownership experienced layoffs six times less often than those without, and employee turnover can...

A federal court judge cited a 5th U.S. Circuit Court of Appeals decision in Chaplin v. NationsCredit Corp. that concluded,...

The IRS explains that the rules under IRC Section 409(p) are designed to prevent a group of “disqualified persons” from...

In addition, 55% of responding companies contributed to their ESOPs an amount equivalent to 11% or more of participants’ pay—far...

In a letter, members of Congress accuse the DOL of “regulation through litigation” and ask that clear guidance regarding valuation...

Among other things, the Main Street Employee Ownership Act focuses on increasing the role of the Small Business Administration (SBA)...

The bill would amend Section 7(a) of the Small Business Act, expanding loans to small business employers for the purpose...