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Find Your Resource

For many people, the best way to use our resources is to browse or search our site for the many articles, publications, Webinars, meetings, and other resources here. The materials under "A General Guide..." below introduce you to our main activities. However, there are many specialized topics for which only a few pages are relevant, like equity compensation for LLCs. To help you find that needle in a haystack, we have collected some frequently requested pages under "A Selective Guide..." at the bottom of the page.

Find Your Resource

A General Guide to NCEO Resources and Where to Find Them

ESOPs (Employee Stock Ownership Plans)

Equity Compensation

Directories, Videos, ESOP Maps and More, and Economic Benefit Data

Find a Service Provider

Our Service Provider Directory is a searchable, mappable database of hundreds of NCEO members who provide professional assistance related to employee ownership, ranging from legal counsel to administration to employee communications. For years a member benefit, it is now in the public area of our site. Be sure to read our guide to choosing service providers before you start your search.

Find an ESOP Lender

Our Service Provider Directory is complemented by the ESOP Lender Directory in the members-only area of our website (username and password required). This specialized resource is restricted to direct providers of capital; includes both Service Provider Directory members, other members, and nonmembers; and includes a transaction range for each lender.

Companion Sites

Visit ESOPinfo.org for our Visual Guide to Employee Ownership, featuring interactive maps of ESOP companies, infographics you can use, videos, and more.

See our website Employee Ownership and Economic Well-Being for our report on how employee ownership helps workers.

A Selective Guide to Specialized Resources

ESOPs

Acquisitions: Acquisition Strategies for ESOP Companies and Responding to Acquisition Offers in ESOP Companies.

Boards: The ESOP Company Board Handbook and Board Member Training Package. For director compensation and other issues, see our corporate governance survey.

ESOP committees, communications, and culture: various publications, Webinars, and in-person meetings.

Freezing or terminating a plan: Our publication Terminating an ESOP: Valuation and Fiduciary Issues; Freezing or Terminating an ESOP on this site; in the Employee Ownership Report (username and password required), see p. 5 in the May-June 2009 issue and and p. 7 in the September-October 2010 issue.

Model plan: Our Model ESOP book/CD.

Repurchase obligation: The ESOP Repurchase Obligation Handbook; Webinars and in-person meetings; archived columns; various mentions in many places.

Company lists: For comprehensive list collections, see our U.S. ESOP Company Database and other lists. For the 100 largest employee-owned companies, see our Employee Ownership 100.

Equity Compensation

ESPPs: GPS: ESPP; the ESPP chapter in Selected Issues in Equity Compensation; parts of Accounting for Equity Compensation, The Stock Options Book, The Decision-Maker's Guide to Equity Compensation, and the members-only ESPP Webinar replay (username and password required).

In an ESOP company context: See Executive Compensation in ESOP Companies and our ESOP Executive Compensation Database.

Limited liability companies (LLCs): Equity Compensation for Limited Liability Companies, the short article on this site, and our prerecorded Webinar on Equity Compensation in LLCs.

Performance awards: The chapter and sample plan in Equity Alternatives.

Restricted stock, phantom stock, SARs: The article Phantom Stock and Stock Appreciation Rights (SARs), the chapters and sample plans in Equity Alternatives; and the book GPS: Restricted Stock and Restricted Stock Units.

Outside resources: See our Equity Compensation Resource List.

Company lists and equity compensation surveys: See our surveys and research page for surveys of equity and executive compensation, plus our database of U.S. ESOPs.

Plan Participants

ESOPs: general information: Articles on distribution rules and rights; the publication The Participant's Guide to ESOP Distributions.

ESOPs: who to contact for questions or help: As noted at the bottom of our participant rights article, the U.S. Department of Labor maintains a toll-free hotline for plan participants and beneficiaries who have questions or problems: call 1.866.444.3272, or alternatively go to www.askebsa.dol.gov.

Equity compensation: The sites on our links page.

Academics and Other Researchers

Articles: See our articles, especially the research section at the bottom.

Research results and datasets: See our survey and research page. See generally our article NCEO Data Sources on Employee Ownership.

How many ESOPs and participants there are, etc.: See our Statistical Profile of Employee Ownership and ESOPs by the Numbers.

The Media

Start at our Press Center for suggested articles, website resources, and contact information.