An Employee Stock Ownership Plan (ESOP) gives employees an ownership stake in the company. It does this at no direct cost by allocating shares of company stock to their retirement accounts. In ...

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 ...

I’d been at National Van Lines, a long-haul moving company, more than a decade when the owner called me into her office with some major news. Scaffa She was nearing retirement. The moving company had ...

Retiring from an Employee Stock Ownership Plan (ESOP) company isn’t your typical swan song. You’re not just saying goodbye to the 9-to-5 grind—you’re stepping into the most important financial chapter ...

When you retire, one of the biggest changes Employee Stock Ownership (ESOP) participants will face is how taxes are handled. During your working years, taxes are automatically withheld from your ...

Editor’s note: The companion article, “What to Know When Your Client Is Considering Employee Ownership” explores how CPAs can advise clients interested in changing their company’s ownership model.

Everyone has met that person who believes they will live forever. In my experience, owners of privately held companies have a zest for life that translates into their business. These visionaries ...

More than 350 ESOP-owned companies in Stout’s valuation portfolio produced a 17.3% average annual return, surpassing the S&P at 11.9%. Equity returns on employee stock ownership plans have outpaced ...

A hearing Thursday discussed three bill aimed at expanding employee stock ownership plans, and a fourth bill was introduced that would create an Office of Employee Ownership. The Senate Health, ...

Mike Kromminga is a senior data architect at ITA Group in West Des Moines. The first sign things would be different at this new job were the tears. I’d been laid off from a job I thought I’d be at ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. More than half of U.S. businesses with employees are owned ...