Webinar Replay

Valuation in ESOP Transactions

Learn the factors and best practices an ESOP and its advisors should consider as they move into the next phase of the ESOP structure.
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Webinar Replay

Where You Are on Your Roadmap to Retirement - Baby Boomers (55-75)

How well educated are your employees about financial wellness? As employee-owners, they have more possibilities and more to think about. This series of conversations with ESOP financial advice experts Peter Newman of Peak Wealth Planning and Jamie Waldren of Wells Fargo Retirement Advisory Services is packed with tools that you can use to help educate your management team and employees.    
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Webinar Replay

Working with ESOP Transaction Quarterback

ESOP transactions are inherently complicated, but an ESOP Quarterback can lead your team to success. Join this session to learn what skills are required to be an ESOP quarterback for your company. 
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Blog Post May 26, 2023

Touchdown for Employee Ownership

One month ago, 1,650 employee-owners and 50 considering employee ownership for their business all descended on Kansas City, Missouri, for the 41st NCEO Annual Conference. We welcomed 880+ first-time attendees to the event. We also saw 130 members join us online.
Blog Post September 15, 2021

NCEO Article Encourages States to Create Employee Ownership Programs

An August 9 article by NCEO founder Corey Rosen in Governing, Employee-Owned Companies Could Use a Government Nudge, argues for state and local programs to provide outreach and technical assistance to help educate business owners about employee ownership.
Blog Post October 28, 2022

2023 Plan Limits Announced

In Notice 2022-55 (October 21, 2022), the IRS announced the largest increase in annual limits for retirement plans in many years. The new limits applicable to ESOP companies include:
Blog Post June 7, 2021

Counting Down to the 2021 Fall ESOP Forum

The NCEO is excited to announce that the 2021 Fall ESOP Forum will be back in September, this time as a hybrid event! After more than a year of virtual education, the NCEO’s 2021 Forum will take place both onsite and online.