employee share purchase plans – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 03 May 2024 21:03:19 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Feds’ new tax exemption could drive more employers to leverage employee ownership trusts: expert https://www.benefitscanada.com/pensions/governance-law/feds-new-tax-exemption-could-drive-more-employers-to-leverage-employee-ownership-trusts-expert/ Fri, 01 Dec 2023 14:00:31 +0000 https://www.benefitscanada.com/?p=147900 A new federal tax exemption for employee ownership trusts could spur retiring business owners to sell their companies to workers, says Jon Shell, managing director of Social Capital Partners. The federal government’s 2023 budget introduced tax rules to facilitate the creation of EOTs, but the legislation was criticized by experts for its lack of incentives […]

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]]> Lululemon’s retirement savings plans, financial literacy initiatives lead to award win https://www.benefitscanada.com/benefits/health-wellness/lululemons-retirement-savings-plans-financial-literacy-initiatives-lead-to-award-win/ Fri, 27 Oct 2023 13:00:50 +0000 https://www.benefitscanada.com/?p=145985 Lululemon Athletica Inc.’s extensive financial wellness offerings led to a win at Benefits Canada‘s 2023 Workplace Benefits Awards on Oct. 20. The apparel company won in the Financial wellness category for its Fund Your Future program, which offers financial benefits and resources to support employees in making informed decisions no matter where they are in their financial journey. […]

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]]> Head to Head: Should the U.S. ESOP structure be brought to Canada? https://www.benefitscanada.com/archives_/benefits-canada-archive/head-to-head-should-the-u-s-esop-structure-be-brought-to-canada/ Fri, 18 Mar 2022 12:59:20 +0000 https://www.benefitscanada.com/?p=118214 Canadian employers should consider the pros and cons of employee share ownership plans on both sides of the border. Loren Rodgers, executive director of the National Center for Employee Ownership (pictured left) Canada should maintain the current paths by which companies are creating employee ownership, but it should also create a new vehicle that draws […]

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]]> C.F. Crozier supporting employee financial wellness amid uncertain times https://www.benefitscanada.com/news/bencan/how-c-f-crozier-is-supporting-employee-financial-wellness-amid-uncertain-times/ Tue, 25 Jan 2022 14:00:12 +0000 https://www.benefitscanada.com/?p=115205 As Canadian employees face rising inflation and interest rates, C.F. Crozier & Associates Inc. is helping ease employees’ financial worries by offering benefits that appeal to staff at every stage of their lives. The time employees spend at work is just one stop along their personal and professional growth journey, says Nick Mocan, president of Crozier. […]

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]]> Share transfers to executives, employees are income not capital gains: appeal court https://www.benefitscanada.com/human-resources/hr-law/share-transfers-to-executives-employees-are-income-not-capital-gains-appeal-court/ Tue, 21 Dec 2021 14:00:03 +0000 https://www.benefitscanada.com/?p=113747 A Federal Court of Appeal ruling will make it very difficult for executives and employees to treat share transfers from their companies as capital gains rather than income. The decision involved Kitchener, Ont.-based D2L Corp., whose intention was to distribute appreciated shares of the company, held in a trust, to various employees. In turn, the […]

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]]> New stock option rules raising questions for employers, says consultant https://www.benefitscanada.com/pensions/governance-law/new-stock-option-rules-raising-questions-for-employers-says-consultant/ Fri, 02 Jul 2021 13:00:03 +0000 https://www.benefitscanada.com/?p=103292 Canada’s new employee stock option tax rules are raising a number of questions for employers, says David Crawford, a partner at Hugessen Consulting Inc. The new rules — part of the 2021 federal budget signed into law on June 29 — include an annual limit of $200,000 that will apply on stock option grants that […]

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]]> New stock option regime set to take effect this July https://www.benefitscanada.com/benefits/benefits-other/new-stock-option-regime-set-to-take-effect-this-july/ Wed, 28 Apr 2021 13:20:38 +0000 https://www.benefitscanada.com/?p=99388 The federal government’s recent budget confirmed its intention to proceed with the new stock option regime previously announced in its November 30, 2020, economic statement — meaning the proposed changes will likely come into force on July 1, as planned. As currently drafted, the changes impose an annual cap of $200,000 on employee stock options […]

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]]> Stock options driving loyalty, hard work among employees: study https://www.benefitscanada.com/news/bencan/stock-options-driving-loyalty-hard-work-among-employees-study/ Wed, 17 Mar 2021 05:00:26 +0000 https://www.benefitscanada.com/?p=96567 Employees that include company stock in their overall financial planning are more loyal and have a higher output level, according to new research conducted in the U.S by Fidelity Investments Inc. It found these employees were twice as likely to work harder, three times as likely to feel loyalty to their employer and three times […]

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