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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
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
Other forms• Limited liability companies• Company stock in retirement plans• Direct ownership
www.ESOPinfo.org
www.ESOPinfo.org
Thank you!
Loren RodgersLRodgers@nceo.orgwww.nceo.orgwww.esopinfo.org510-208-1307
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