Articles and Research

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NCEO articles
The articles below provide a basic introduction to employee ownership plans. For detailed information, see our many publications, including our newletters for members. We also have links to some useful resources on employee ownership, archived columns, and a blog.

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Loren Rodgers
NCEO Executive Director Loren Rodgers discusses the latest developments in employee ownership and related fields in the Employee Ownership Update. To be notified of new installments, plus what's new on our Web site, sign up for our email bulletin if you aren't already receiving it.

Articles on Employee Stock Ownership Plans (ESOPs)

Publications

Publications

See our many publications for detailed information on all aspects of employee ownership. Our books cover the entire field, from legal topics to creating an ownership culture and communicating your plan. We also offer an issue brief subscription that provides you with detailed, timely information on a new topic every month.

Newsletters

Selected Newsletter Articles

The members-only area of our site (username and password required) has 15-plus years of searchable archives for our newsletter The Employee Ownership Report, plus archives of Equity Compensation Report, a supplementary newsletter introduced in fall 2011. If you are a member but don't know your password, contact us at customerservice@nceo.org. If you aren't yet a member, it only costs $90 to join for 12 months; sign up here. Below are selected articles on this topic from past newsletters, each linking to the issue in question inside our members-only area:

Articles on Equity Compensation

Publications

Publications

See our many publications for detailed information on all aspects of employee ownership. Our books cover the entire field, from legal topics to creating an ownership culture and communicating your plan. We also offer an issue brief subscription that provides you with detailed, timely information on a new topic every month.

Newsletters

Selected Newsletter Articles

The members-only area of our site (username and password required) has 15-plus years of searchable archives for our newsletter The Employee Ownership Report, plus archives of Equity Compensation Report, a supplementary newsletter introduced in fall 2011. If you are a member but don't know your password, contact us at customerservice@nceo.org. If you aren't yet a member, it only costs $90 to join for 12 months; sign up here. Below are selected articles on this topic from past newsletters, each linking to the issue in question inside our members-only area:

  • Creating Liquidity for Equity Compensation Plans (Equity Compensation Report, February 2012)
  • Granting Equity Awards in China (Equity Compensation Report, January 2012)
  • Net Exercise—Trick or Treat? (Employee Ownership Report, November-December 2008)
  • Qualified Employee Stock Purchase Plans in Private Companies (Employee Ownership Report, May-June 2010)
  • Revised Cost Basis Reporting Rules for Equity Compensation (Employee Ownership Report, July-August 2010)
  • Tricky Issues in Plan Administration in Nonpublic Companies (Employee Ownership Report, July-August 2011)
  • Using Surveys to Inform Compensation Decisions (Equity Compensation Report, March 2012)
  • Valuation Issues for Equity Compensation (Equity Compensation Report, October 2011)
  • Valuing Private Company Stock Options Under FAS 123(R) and Section 409A (Employee Ownership Report, July-August 2008)

Articles on Ownership Concepts and Research

Publications

Publications

See our many publications for detailed information on all aspects of employee ownership. Our books cover the entire field, from legal topics to creating an ownership culture and communicating your plan. We also offer an issue brief subscription that provides you with detailed, timely information on a new topic every month.

Newsletters

Selected Newsletter Articles

The members-only area of our site (username and password required) has 15-plus years of searchable archives for our newsletter The Employee Ownership Report, plus archives of Equity Compensation Report, a supplementary newsletter introduced in fall 2011. If you are a member but don't know your password, contact us at customerservice@nceo.org. If you aren't yet a member, it only costs $90 to join for 12 months; sign up here. Below are selected articles on this topic from past newsletters, each linking to the issue in question inside our members-only area: