ESOP Association Resources

A unique thing about ESOP companies is that the trustee is the shareholder of record for the corporation, not the ESOP participants, who are beneficial owners. The trustee is a critical player, but the concept of a trustee can be confusing and unfamiliar to employee-owners.

Welcome to your January issue of the ESOP Report. This month we've packed the report with tons of articles and news about ESOPs that you won't want to miss!

For nearly the last decade, the Employee Ownership Foundation has provided the funding necessary to collect data regarding employee ownership as part of the General Social Survey (GSS). This survey, and the data it produces, is considered the gold-standard for data used by academic researchers interested in studying the American population. The data is openly available and has subsequently been used by academics to better understand Americans’ attitudes toward employee ownership and the impact it has on their lives. This new report published by Dr. Joseph Blasi and Dr. Doug Kruse of Rutgers University analyzed the newest release of GSS data and observed the overwhelming and uniquely bi-partisan support for employee ownership across all demographics and citizen profiles.

There is plenty of data about wealth inequality, focusing on data alone misses a key point: Wealt

Providing training to employees helps keep their skills sharp and can lead to improved productivi

In some ways, the benefits of having an ESOP are obvious: Tax benefits for S and C corps probably

An Employee Stock Ownership Plan (ESOP) is a tax-qualified retirement plan authorized and encouraged by federal tax and pension laws. Unlike most retirement plans, ESOPs:

It’s no surprise that Americans disagree about a lot of things….

Using opportunity cost to understand the true cost of the repurchase obligation on an ESOP company’s share price.

Written for ESOP fiduciaries and trustees, this Brief discusses the interplay of synthetic equity, warrants, and various valuation methods.