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 ...

Employee Stock Ownership Plans offer a unique opportunity for companies to create a culture of ownership and drive employee engagement. Maine has seen a flurry of companies go ESOP over the past ...

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.

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 ...

Michael Bannon of ESOP investment banking advisors CSG Partners explains which accounting firms might want to look into employee stock ownership plans — and why. Transcripts are generated using a ...

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 ...

Employee stock ownership plans (ESOPs) have been used as a business succession strategy by employers across many industries. In the cannabis industry, ESOPs have come and gone and come again as a ...

Employee stock ownership plans are a creative and effective way to give your company’s team members a true stake in your business and a powerful retirement benefit. Proponents say ESOPs contribute to ...

A distribution policy is a helpful tool for ESOP companies to comply with distribution requirements while retaining maximum flexibility. In a prior article, we reviewed the rules governing ESOP ...