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The retirement plan proposals of President Bush would represent the most sweeping changes in retirement plans in decades.

The IRS released its 2017 limits for retirement plans, several of which directly affect ESOPs.

On August 9, the IRS issued a press release warning about tax avoidance in employee stock ownership plan (ESOP) transactions.

The Second Circuit Court of Appeals (New York, Connecticut, and Vermont), along with the Third, Fifth, Sixth, Ninth and Eleventh Circuits, has adopted the Moench presumption, which holds that a plan fiduciary's choice to continue offering company stock as an option for plan participants is

Across the U.S. there is a burgeoning and vibrant network of state centers for employee ownership that are working to get the word out about ESOPs, worker cooperatives, employee ownership trusts (EOTs), and other forms of broad-based ownership for businesses.

The next term of the NCEO's board of directors begins on April 1, 2021, and I am delighted to announce who will be joining our board of directors for this term.

Thank you to all who voted in the NCEO's board election. Please join us in welcoming our newest board members, whose terms will begin on April 1:

The NCEO has been exploring ways that employee-owned companies can mutually benefit by working together around insurance. We have come to believe that an NCEO captive insurance program might directly benefit our members and allow them to have more control over and transparency into their insurance programs.

During the 2019 Employee Ownership Conference, 15 CEOs convened in a conference room (imagine that!) in the Pittsburgh Convention Center for an interest meeting that spawned the first cohort of the ESOP CEO Network.

The NCEO is hosting three webinars, open to the general public, this week on the coronavirus outbreak and its relationship to employee ownership.