A nonprofit membership organization providing unbiased information and research on broad-based employee stock plans

Wealth and Income Consequences of Employee Ownership

by Peter A. Kardas, Adria L. Scharf, and Jim Keogh

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Covers IRS and DOL audits and voluntary compliance programs for ESOP companies.

Explains the complex issues relating to insurance for ESOP and other benefit plan fiduciaries.

Articles on issues related to ESOP valuation, ranging from valuing SARs in an ESOP company to valuing an accounting firm's shares.

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How to find and implement an equity compensation strategy that works for your company.