Jon Shell of Social Capital Partners explains the importance of pension plan funding to grow employee ownership.

Chris Michael of EOT Advisors discusses Employee Ownership Trusts and why EOTs are significantly easier to implement than ESOPs.

Chris Michael of EOT Advisors talks about NCEO’s upcoming webinar on Employee Ownership Trusts.

Darren Gleeman of MBO Ventures shares his exuberant views that ESOPs are not boring, and are, in fact, pretty sexy.

Tom Roback, president of Blue Ridge ESOP Associates, discusses the recent acquisition of Costal Pension Services.

Jon Shell (SCP) and Marjorie Kelly (The Democracy Collaborative) discuss a Canadian pension fund’s financing of Taylor Guitars’ ESOP.

Jon Shell of Social Capital Partners shares three of his EO A-ha Moments.

Part 2 of our interview with David Hincapie, with concrete examples of how EO practitioners and advocates can use the SBA to grow EO.

David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.

We're joined by the SBA’s David Hincapie to share concrete examples of how EO practitioners and advocates can use the SBA to grow EO.

Bret Keisling shares a recent EO A-ha Moment, when he realized the amazing potential for EO practitioners & advocates to work with the SBA.

David Hincapie of the Small Business Administration discusses SBA 7(a) & 504 loans, challenges to EO funding, and his EO A-ha Moment.

Current USPS controversies examined from the perspective of what an ESOP Trustee would want to understand about recent operational decisions

Tom Roback, CEO of Blue Ridge ESOP Associates joined host Bret Keisling for a look at ESOP Plan administration during the pandemic.

The Department of Labor and Wilmington Trust settled three lawsuits and 18 investigations. While not admitting any wrongdoing,

As the global pandemic continues to play out, we revisit the differences and similarities between internal and external trustees, explain in

When an ESOP company files for bankruptcy, ESOP participants are at risk of losing everything because they are, at most, unsecured creditors

A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...

We spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to

ESOP companies must provide participants (including current and former employees) certain information including an annual account statement