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Other Forms of Worker Ownership

This overview discusses various forms of worker ownership, including Employee Stock Ownership Plans (ESOPs) and equity compensation plans. ESOPs serve as a company-funded retirement benefit where employees do not pay for shares; a trust owns the shares, providing tax incentives for sellers and employees. Additionally, we cover equity compensation, which includes stock options and restricted stock plans. Understanding these mechanisms is essential for companies looking to enhance employee engagement and secure financial benefits while complying with existing regulations.

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Other Forms of Worker Ownership

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  1. Other Forms of Worker Ownership Loren Rodgers

  2. Employee stock ownership plans (ESOPs) • Company-funded retirement benefit • Employees do not pay • Trust owns shares • Can own any portion of the company • Tax incentives for seller, company, employees • Substantial regulation

  3. Equity compensation plans • Includes stock options, restricted stock, stock purchase plans, and many more • Tax qualified and non-qualified • Type A: The “Silicon Valley” start-up model • Type B: Public companies

  4. Other forms • Limited liability companies • Company stock in retirement plans • Direct ownership

  5. www.ESOPinfo.org

  6. www.ESOPinfo.org

  7. Thank you! Loren Rodgers LRodgers@nceo.org www.nceo.org www.esopinfo.org 510-208-1307

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