EO+WD Weekend Newsletter, Vol. 18

This week the U.S. Department of Labor makes some big moves

Welcome Back!

This week we cover the Department of Labor’s steps forward and the benefits of switching to employee ownership 

What We’ve Been Reading 

• A Senior Tax Advisor with KPMG details how ESOPs lead to greater employee retention and engagement

• In ESOP legal news, an insurance agency has been accused of forcing former employees to sell their shares in the firm’s stock share plan 

• Check out this article covering the benefits of employee ownership from both a tax and succession perspective 

• The U.S. Department of Labor is planning to prepare regulation that would standardize the valuation of stock owned by employees 

What We’ve Been Writing 

• Megan covers the U.S. Department of Labor’s creation of a division of Employee Ownership 

In Case You Missed It 

• Last week Dr. Hand explained the different forms of employee ownership structure - be sure to check it out if you haven’t!

The Employee Ownership + Workplace Democracy Research Cluster (EO+WD) is a joint project of University of Texas at Arlington (UTA) professor Mark Hand and students at Southern Methodist University (SMU).