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News Room

The Latest ESOP News

Keep up-to-date on the latest news! Visit this section of our website to learn more about what's new with ESOPs and to hear about our recent successes.
SES News

SES Advisors Again Named an Inc 5000 Fastest-Growing Private Company
08.24.2010

SES Client Restek Corporation Announces New Head Coach
07.23.2010

SES Managing Director Kyle Coltman and SES Clients Quoted on CNNMoney.com
06.21.2010 - Small Business section features an article on owners who sell their businesses to their employees through an ESOP.

SES Employees Visit Capitol Hill in Support of H.R. 5207
05.13.2010 - Washington, D.C.

SES Client Urban Engineers Celebrates 50 Years
04.28.2010

SES Advisors Installs ESOP at ORCS Web
01.24.2010 - ORCS Web Inc., a Charlotte, NC web hosting company announces establishment of their ESOP

SES President Bob Massengill and SES Client Pariveda Quoted in Wall Street Journal
11.17.2009 - Journal's Small Business section features an article on the pros and cons of ESOPs.

SES Client LSI, Inc. Congratulates CFO Warren Rosander on Ultimate CFO Award
10.28.2009

SES/SFEG Shareholder Steve Magowan Co-authors ESOP Company Board Handbook
08.18.2009

SES Advisors Named to 2009 Inc 5000's Fastest-Growing Private Companies!
08.18.2009

SES Client Parametrix Celebrates 40 Years, Wins ESOP Association's 2009 AACE Award
08.10.2009

OEOC Keynote Address by SES Client Claremont Flock Corporation
07.15.2009

SES Client Parametrix Receives Award from NCEO/Beyster Institute
06.30.2009

SES Client Pennoni Associates Boasts Philadelphia Business Journal Engineer of the Year
02.13.2009

SES Professionals Elected by ESOP Association as Chapter Officers
02.01.2009

James Capone and Mychelle Holloway Named Principals of SES Advisors
01.19.2009

SFE&G Client King Arthur Flour Honored by Wall Street Journal
10.15.2008

SES Clients Receive Awards from The ESOP Association
07.25.2008

SES Advisors' Client Restek to Become 100% ESOP
07.18.2008 - Bellefonte, PA

SES Advisors Completes ESOP Buyout of Mitsui USA Subsidiary
03.25.2008 - Los Angeles, CA

Jim Steiker Elected to NCEO Board of Directors
03.03.2008

Bob Massengill Named President of SES Advisors
02.19.2008

SES Advisors Welcomes Jane Rogers
10.01.2007 - Jane Rogers is joining SES Advisors as a Senior Plan Administrator.

SES Advisors Welcomes Meg Shrum
09.01.2007 - Meg Shrum opens new office in D.C. area.

SES Advisors named to the Inc. 5000
08.20.2007 - SES Advisors is ranked 2,168 in this list of the fastest growing private companies in America.

SES Advisors Opens West Coast Office
04.30.2007 - SES Advisors is pleased to announce the openinf of its first West Coast office in Redwood City, CA.

SES Advisors Makes Philadelphia 100 Hall of Fame!
10.27.2006 - Click here to read more.

SES Advisors Announces Exclusive Webcast Series for Clients
10.17.2006 - Click Here to View First-ever Client Webcast

Bob Massengill Interviewed on National Radio Program
09.22.2005 - "The Importance of an Exit Strategy" recorded on the Family Business Doctor on VoiceAmerica.com

ESOP News

Representatives Boustany and Pomeroy Introduce Pro-ESOP House Bill
05.06.2010 - Comprehensive House bill is the equivalent of the 2009 pro-ESOP legislation introduced in the Senate by Senator Lincoln

New Study Released on S-Corp ESOPs.
04.24.2010 - Resilience and Retirement Security: Performance of S-ESOP Firms in the Recession

Senator Bernard Sanders Introduces Bills to Encourage Employee Ownership
01.05.2010 - Legislation marks the fourth and fifth pro-employee ownerships bills introduced this year.

Congressman Hinchey Introduces House Concurrent Resolution Supporting ESOPs
10.22.2009 - Congressman Maurice Hinchey (D-NY-22) introduced House Concurrent Resolution 204 which expresses continued support for employee stock ownership plans.

IRS Announces Pension Plan Limitations for 2010
10.16.2009 - The Internal Revenue Service today announced cost-of-living adjustments applicable to dollar limitations for pension plans and other items for Tax Year 2010.

Employee Ownership Foundation's 18th Annual ESOP Economic Performance Survey
10.16.2009

New Pro-ESOP Promotion Proposal Introduced in Senate
08.07.2009

NCEO is on LinkedIn!
07.14.2009

NCEO and The ESOP Association Launch ESOP Blogs
01.01.2009

Tribune Files For Bankruptcy: What Will Happen to the Tribune ESOP?
12.15.2008 - NCEO Executive Director, Corey Rosen, answers common questions about the Tribune ESOP and bankruptcy.

IRS and Treasury Release Proposed Section 409A Income Inclusion Regulations
12.08.2008

Indiana Creates State Initiative To Encourage New ESOP Formation
05.01.2008 - State Treasurer Richard Mourdock is providing a "linked-deposit" program to assist banks in funding Indiana ESOP transactions.

Proposed Resolution To Express Continued Support of ESOPs By Congress
04.24.2008 - Proposed by Rep. Maurice Hinchey [D-NY] and Rep. Dana Rohrabacher [R-CA].

Predicted Increase of ESOPs in the Construction Industry
01.01.2008 - FMI Consultants publishes its 2008 U.S. Construction Overview which reports on industry trends.

PricewaterhouseCoopers Survey Shows 19% of Fast-Growing Companies Plan ESOPs as Business Transition
10.29.2007

Five Employee Owned Companies Named to The Wall Street Journal's 2007 Top Small Workplaces
10.01.2007 - Two of the five ESOP companies are clients of SFE&G.

ESOPs Continue Growth in 2006
06.01.2007 - NCEO Confirms that Number of ESOPs Across the US is Rising.

ESOP Termination Rate is Slowing
06.01.2007 - Click Read More from the NCEO

UPenn Study Confirms that ESOPs Improve Firm Performance
01.04.2007 - Click Here to read more.

Pension Protection Act of 2006 Signed into Law
09.01.2006 - Click Here to Learn How the PPA Affects ESOPs.

IRS Issues New Determination Letter Procedures
02.15.2006 - Click Here to Read This and Other News in the SFE&G Client Alert