23rd Annual ESOP Economic Performance Survey (EPS)

The Employee Ownership Foundation published the results of the 23rd Annual ESOP Economic Performance Survey (EPS)

ESOPs and Inclusive Capitalism

22nd Annual ESOP Economic Performance Survey (EPS)

The Employee Ownership Foundation published the results of the 22nd Annual ESOP Economic Performance Survey (EPS)

ESOP Exit Strategy: Greater Job Satisfaction & Employee Retention

ESOPs Outperform 401(k) Plans by 19%

The August 1, 2013 Employee Ownership Update discusses how the average rate of return (ROR) for ESOPs has outperformed the 401(k) plan average ROR by 19% from 1996 to 2010.  Leveraged ESOPs had an even higher average ROR.

S. 742: The Promotion and Expansion of Private Employee Ownership Act of 2013

S. 742: The Promotion and Expansion of Private Employee Ownership Act of 2013 was introduced on April 16, 2013, by Sen. Benjamin Cardin [D-MD],and is currently co-sponsored by Blunt, Roy [R-MO], Klobuchar, Amy [D-MN], Landrieu, Mary [D-LA], Roberts, Pat [R-KS], Stabenow, Debbie [D-MI], and Thune, John [R-SD].  It has been referred to the Senate Finance committee.

ESOPs Saved More Than $14 Billion in Federal Revenues in 2010

Companies with ESOPs Offer More Generous Retirement Benefits

We have spent some time discussing the many benefits of Selling to an ESOP.  One of the arguments against an ESOP is that the employees will have a diversification problem because all of their investments will be in the stock of the company.  ESOP Fable 2: Employees Have All Their Eggs in One Basket! does a great job of addressing this myth. 

The Latest Potential ESOP Universe Estimate

Since the inception of The One-Stop ESOP Blog in 2006 we have been exploring the metrics involved in estimating the Potential ESOP Universe.  Some of the estimates include 150,000 - 300,000, another estimate of 150,000 - 300,000, and 400,000.

21st Annual ESOP Economic Performance Survey (EPS)

The Employee Ownership Foundation published the results of the 21st Annual ESOP Economic Performance Survey (EPS)

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