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National ESOP Employee Survey of ESOP firms

March 2nd, 2019 admin Uncategorized Comments Closed

Rutgers Institute for the Study of Employee Ownership and Profit Sharing is performing a National ESOP Employee Survey of ESOP firms. This survey, when completed, will replace the 15-year old NBER data and will be used to develop the next generation of insights on worker ownership. This is a unique opportunity for your ESOP company…

ESOP Month Proclamations

February 16th, 2019 admin Uncategorized Comments Closed

In 2018, INCEO worked with the offices of Governor Holcomb and Indianapolis Mayor Hogsett to proclaim October Employee Ownership Month. I believe this was a first for Indiana, and according to The ESOP Association Indiana was one of four states to issue a Governors Proclamation. In 2019, our goal is to once again obtain a…

DOL 2016 Data

February 8th, 2019 admin Uncategorized Comments Closed

Many thanks to the National Center for Employee Ownership for providing the 2016 DOL form 5500 Data for the Indiana Center for Employee Ownership’s use. We are using this data to update our interactive ESOP page and map and expect to have our data updated within the week. This will be reflected in the both…

Indiana Business Exit Strategies

January 29th, 2019 admin Uncategorized Comments Closed

What are the planned Indiana business exit strategies? According to the 2016 Annual Survey of Entrepreneurs (N=67,897 business reporting) the exit strategies consisted of the following: Two key items stand out: The first is that 8.6% of the reporting businesses (or 5,854 businesses) the exit strategy is to sell to the employees or managers. This…

Growth in Indiana ESOPs

January 19th, 2019 admin Uncategorized Comments Closed

Has there been growth in the number of ESOPs in Indiana over time? The simple answer is YES! From the 2010 DOL 5500 data, Indiana was home to 160 ESOPs, providing wealth generation for 96,131 Hoosiers. Five years later, the 2015 DOL 5500 data, identifies the number of Indiana ESOPs at 176 a 10% increase. …

Indiana ESOP Association Chapter Meeting

January 18th, 2019 admin Uncategorized Comments Closed

Will you be attending the Indiana Chapter 2019 Spring Conference in Carmel Indiana on 6 March 2019? The Event will be held at the Ritz Charles Carmel, 12156 N Meridian Street in Carmel Indiana. The Indiana Center for Employee Ownership is a Gold Sponsor of this event. Dr. Van Doel will be in attendance at…

Legislative update

January 18th, 2019 admin Uncategorized Comments Closed

S.177 This bill introduced Jan 17, 2019 by Senator Pat Roberts (R-KS) is A bill to amend the Internal Revenue Code of 1986 and the Small Business Act to expand the availability of employee stock ownership plans in S corporations, and for other purposes. This bill enjoys bipartisan support with 25 cosponsors 15 Democratic and 10…

Call for Nominations

January 16th, 2019 admin Uncategorized Comments Closed

2019 Indiana ESOP of the Year Nominations The “ESOP Company of the Year” is a company that has a commitment to employee ownership, as evidenced by its: involvement with The ESOP Association and its programs; communications with employees; and, commitment to the Vision of The ESOP Association that endorses employee participation, wealth creation, and individual dignity and worth.…

Outside Board Registry

January 14th, 2019 admin Uncategorized Comments Closed

Are you an ESOP? Are you looking to add external board members to your board of directors? Not sure where to look? – Did you know that The ESOP Association maintains an Outside Board Registry of corporate (~53), processional (~31), and Educational (~10) ESOP Association Members who are interested in serving on the boards of ESOP…

Mid-Year Fellows Workshop in Honor of Louis O. Kelso

January 10th, 2019 admin Uncategorized Comments Closed

As a Louis O. Kelso Fellow, Dr. Van Doel, will be attending the Mid-Year Fellows Workshop in Honor of Louis O. Kelso. This years theme is Broad Based Employee Ownership Research and Policy Development. The purpose of the annual workshop is to study broad-based forms of capital ownership and capital income such as employee stock ownership,…