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Other Forms of Worker Ownership Loren Rodgers

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Other Forms of Worker Ownership. Loren Rodgers. . 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. . - PowerPoint PPT Presentation

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Page 1: Other Forms of Worker Ownership

Other Forms of Worker Ownership

Loren Rodgers

Page 2: Other Forms of Worker Ownership
Page 3: Other Forms of Worker Ownership
Page 4: Other Forms of Worker Ownership
Page 5: Other Forms of Worker Ownership
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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

Page 8: Other Forms of Worker Ownership

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

Page 9: Other Forms of Worker Ownership

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

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www.ESOPinfo.org

Page 11: Other Forms of Worker Ownership

www.ESOPinfo.org

Page 12: Other Forms of Worker Ownership

Thank you!

Loren [email protected]

Page 13: Other Forms of Worker Ownership

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