Editor’s note: This is part four of a six-part series in which Peter Newman, CFA, of Peak Wealth Planning, explains the benefits of employee ownership for the U.S. workforce. There are more than 6,500 ...

Employees participating in an ESOP receive shares in the company. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain actions ...

The Third Circuit Court of Appeals joined the Eighth Circuit in ruling that even if cash payments to redeem employee stock ownership plan (ESOP) accounts are otherwise deductible dividends within the ...

ESOP accounts generally hold only employee stock, although employees can diversify up to 25% of their accounts' shares at age 55, increasing to 50% by age 60. Account value: In a 401 (k), the value of ...

Since their establishment in 1974, Employee Stock Ownership Plans (“ESOPs”) have become a popular and effective mechanism for private companies (both C corporations and S corporations) to provide ...

An Employee Stock Ownership Plan (ESOP) is one of several strategies that business owners should consider when looking to monetize their life’s work. In many cases, it can be a compelling strategy to ...

An Employee Stock Ownership Plan can be an alternative to private equity. Here's how it works. Business owners looking to sell some or all of their company might want to look to their employees as a ...

Decades after founding Mainely Tubs in 1978, Jim Van Fleet transferred ownership of the Scarborough-based hot tub, swim spa and sauna dealer to all of the company’s employees in 2016 via an Employee ...

L.A. Times employees who sued over the 2007 Sam Zell-led takeover of the company using their pension plan have won a $32 million settlement. L.A. Times, the settlement was made with GreatBanc Trust, ...

Lately, I’ve been grasping around for retirement policies with some bipartisan support. I guess I’m an optimistic guy. One thing that kept coming up was employee stock-ownership plans, or ESOPs.