Welcome RMS as INCEO’s Newest Sponsor

Retirement Management Services (RMS) is happy to be a supporter and sponsor of the INCEO.  Retirement Management Services is a nationally recognized, independent, fee-based consulting firm. We provide design, administration and consulting services for many types of retirement plans including ESOPs. We work on a team basis with plan sponsors and their other partners (accountant, Trustee, etc.)…

ESCA BOARD MEMBER AMSTED INDUSTRIES HOSTS REP. FRANK MRVAN

ESCA BOARD MEMBER AMSTED INDUSTRIES HOSTS REP. FRANK MRVAN This week, ESCA Board member Amsted Industries hosted Rep. Frank Mrvan (R-IN) at its Hammond, IN facility. During the visit, the Congressman toured the Hammond facility where Amsted produces hot coil springs for freight cars, locomotives and large springs for John Deere, Kubota, Bobcat, and other companies. Amsted…

SCJ Fiduciary Services INCEO’s Newest Supporter

Many thanks to SCJ Fiduciary Services in becoming INCEO’s newest supporter and sponsor. SCJ Fiduciary Services supports a team of 3 Independent Trustees with over 40 years of combined fiduciary experience. Steve James, Kjersti Cory, and Drew Schaefer serve as individual Trustees representing over 200 ESOPs. The diverse team of SCJ includes individuals with real-world,…

WinTrust – INCEO’s Newest Supporter

Many thanks to WinTrust in becoming INCEO’s newest supporter and sponsor.  WinTrust experienced professionals provide financing for ESOP-owned companies in a variety of industries throughout the U.S. Our experts partner with businesses to ensure a smooth transition to employee ownership and remain active throughout the life cycle of the company. We understand that, as your…

What’s new in Scottish Employee Ownership

Many thanks to Carole Leslie of Ownership Associates UK for sharing her March 2023 newsletter Ownership Matters.  

2022 Construction Summit ESOP Panel Discussion

Presented by Walt Eckert, Brad Minor, Paul Esche, Jeff Pangburn, and Thomas Stafford on Thursday, August 11 at the 2022 Construction Summit, this break-out session discussed an overview of ESOPs as an exit strategy, ESOP functions, challenges for the Construction industry, and answers to common ESOP questions. 2022 Construction Summit ESOP Panel Discussion from Blue…

Employee Ownership News From Scotland – Feb 2023

Many thanks to Carole Leslie from Ownership Associates UK providing news and updates on employee ownership in Scotland.  Of particular interest is the graphic on page 10 illustrating the growth of EOTs in Scotland.   Enjoy – Rick

2022 City of Carmel Mayoral Proclamation for Employee Ownership Month

Many thanks to Mayor Brainard, for his recognition and support of employee ownership.

2022 Indiana Governors EO Proclamation

Many thanks to Governor Holcomb for his continued support of Employee Ownership and recognition of the value Employee Owned companies brings to the State of Indiana, our local communities, and citizens.  

2022 Indianapolis Mayoral Proclamation on Employee Ownership