Other Forms of Worker Ownership Loren Rodgers.

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 [email protected]