Employee Ownership is a Win-Win for Workers and Companies

Cathy Burch and her twin sister Deborah began working 27 years ago, at the age of 19. Cathy took a job at WinCo, a supermarket chain. Her sister went to work at a telephone company. Cathy stayed at WinCo; Deborah moved around. By 2014, an article in Forbes reports, Deborah had about $30,000 in retirement savings, fairly typical for her age group. Cathy, who stayed at WinCo, had nearly $1 million saved for retirement.

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Studio Elias
DOL Enters into 5th Settlement Agreement with an ESOP Trustee - and It Looks Familiar,

The U.S. Department of Labor has entered into a fifth settlement agreement with the trustee of an employee stock ownership plan (ESOP). The agreement was entered into in connection with a recently settled case relating to the 2010 purchase of Cactus Feeders Inc. stock by the Cactus Feeders Inc. Employee Stock Ownership Plan.
The agreement with Lubbock National Bank (the LNB Agreement), announced on May 4, 2018, is identical to the first process agreement that the DOL entered into in 2014 with GreatBanc Trust Company (the GBTC Agreement).
Notably, the LNB Agreement does not contain any of the items that the DOL requested be added to agreements with ESOP trustees that were entered into after the GBTC Agreement.

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Studio Elias
USA Mortgage: The Future is Bright

In September 2015, Doug Schukar, president and CEO of USA Mortgage, paid a visit to one of the company's largest branches, located in Jefferson County. Schukar regularly checks in with branch managers and loan officers, treating them as if they're family. But, this particular trip was different.

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Studio Elias
U.S Senator Gillibrand Visits Syracuse Label & Surround Printing In North Syracuse to Announce Bipartisan Co-Op and Employee Ownership Legislation

North Syracuse, NY – U.S. Senator Kirsten Gillibrand visited Syracuse Label & Surround Printing, which supports worker-owned co-ops, to announce her bipartisan legislation the Main Street Employee Ownership Act, which would support small businesses that invest in and reward their workers and communities by transitioning to an Employee Stock Ownership Plan (ESOP) or a cooperative (co-op).

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Studio Elias
Five Things to Know About Buying a Company with an ESOP

One of the management team members let out a gasp. Two others shook their heads in disbelief and angst. The senior leader on their team had just informed them that the company they had been strategically targeting over the last several months was employee-owned, or at least partially employee-owned, through an Employee Stock Ownership Plan (ESOP).

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