Best Practices for ESOP Boards of Directors

Over the last several years, more ESOP companies have decided to move to more formal boards. Many have outside members, but even those with all insiders are often taking a more active role. This Webinar looks at what makes an effective board. Should there be outside directors? What should their qualifications and compensation be? Should there be non-management employees on the board? Should board members be fiduciaries? Should plan advisors be on the board? What should board duties be and what makes boards most productive?
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Decision-Maker's Guide to Equity Compensation

Both ESOP and non-ESOP companies regularly provide employees with some form of individual equity compensation. What kinds of equity plans are there? How do you determine which to use? How do you decide how much to give to which people under what conditions?
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Start Here: Corporate Governance and Employee Ownership

The relationship between employee ownership and corporate governance depends on the legal form of employee ownership–read on for specifics about ESOPs, equity compensation plans, and other forms of employee ownership.

Start Here: ESOP Decision-Makers

Resources for inside fiduciaries, board members, HR professionals, and other oversight roles at an existing ESOP company. 

Start Here: ESOP Participants

Whether you’re a new hire or a 30-year lifelong employee, being an ESOP participant is often more beneficial and more confounding than working at a non-ESOP company.

Start Here: ESOP Transactions

ESOP transactions vary widely depending on factors such as the size of the company (which ranges from under 100 employees to over 100,000), the percentage of shares the ESOP will acquire (from less than 1% to 100%), whether the transaction involves a loan, and how many people originally owned the company. Most ESOP transactions move through four phases: pre-feasibility, feasibility, design, and the transaction itself.

Start Here: Limited Liability Companies (LLCs) and Employee Ownership

Limited liability companies (LLCs) are a relatively recent form of business organization, but one that has become increasingly popular because of their simplicity and flexibility. Many LLCs want employees to have an ownership stake in the company, and they have a wide array of options.

Start Here: Professional Advisors

Deepen Your Expertise Become a Member With live and recorded webinars, a detailed bimonthly newsletter, access to the ESOP Q&A, and more, membership is a great way to learn more and stay up to date with the employee ownership field. Join today

Employee Ownership by the Numbers

This page presents counts and characteristics of ESOPs and other employee ownership plans in the U.S., using data made available by the U.S. Department of Labor, the General Social Survey, and other sources. Page Contents