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   Course Title    Political Economy of Employee Shareholding and Stockownership
Lecturer    Victor Anenkov
Institution    Volgograd State Technical University
Country    Russian Fedaration


Requirements and Procedures

  1. Texts :
    1. Charles Jones .
      Investments : Analysis and Management , 6-th ed . John Wiley & Sons , 1998 .
    2. Robert Ashford .
      Louis Kelso's Binary Economy . Reprinted from the Journal of Socio-Economics , Volume 25 , Number 1 , 1996 .
    3. Jerry Rosenbloom .
      The Handbook of Employee Benefits ( Volumes I and II ) . Business One Irwin . Homwood , IL 60430 , 1992 .
    4. Menke & Associates , Inc.
      Employee Stockownership Plans : Pros and Cons . Menke & Associates , Inc. 1990 .
  2. Exams :
    There will be two exams , one mid-term and one final one. The final exam will account for 60 percent of the final course grade.
  3. Dates to note :
    • First half of April - Mid-term exam ;
    • May 31-st - Last day of class ;
    • First half of June - Final exam .

S Y L L A B U S

W e e k s / T o p i c s / R e a d i n g s

  • February 7-9 I . Introduction to Political Economy of Shareholding and Stockownership
    [ 1 ] , pp . 1 - 4 ;
    [ 3 ] Volume I , pp . 1 - 14 .
  • February 21-23 I I . Louis Kelso's Binary Economy
    2.1. Introduction to the Binary Economy .
    [ 2 ] , pp. 1 - 5 .
    2.2. The Alternative economic system of Binary Theory based on productiveness .
    [ 2 ] , pp. 5 - 21 .
  • March 6-9 2.3. The Alternative private property system of Binary theory .
    [ 2 ] , pp. 21 - 28 .
    2.4. Binary growth .
    [ 2 ] , pp. 28 - 36 .
  • March 20-22 I I I . Employee Benefit Plans ( E B P )
    3.1. Introduction to the Employeeownership and Employee Benefits .
    [ 3 ] Volume I , pp . 15 - 38 .
    3.2. Regulatory Enviroment of EBPs .
    [ 3 ] Volume I , pp . 38 - 56 .
  • April 3-5 3.3. Structure of EBPs .
    [ 3 ] Volume I , pp . 56 - 70 . 3.4. Administration , Funding , and Taxation of EBPs .
    [ 3 ] Volume II , pp. 83 - 186 ; pp . 251 - 291.
  • April 14 Mid-term Exam
  • April 17-19 3.5. Employee Stock Ownership Plan (ESOP)
    3.5.1. Tax-free Rollover of 1984 and 1986 .
    [ 4 ] , pp. 2 - 4 .
    3.5.2. Mechanics of Tax-free Rollover . [ 4 ] , pp. 6 - 8 .
    3.5.3. How ESOP is designed .
    [ 4 ] , pp . 13 - 15 .
  • May 4-6 3.5.4. Interest exclusion and dividend deduction .
    [ 4 ] , pp . 4 - 6 .
    3.5.5. Maximizing employee incentives .
    [ 4 ] , pp . 10 - 11 .
    3.5.6. Mechanics of ESOP loan transaction .
    [ 4 ] , pp . 8 - 9 .
  • May 15-17 3.6. Political Economy's Sgnificance of Employee Shareholding and EBPs
    3.6.1. International Employee Benefits .
    [ 3 ] Volume II , pp . 537 - 561 .
  • May 29-31 3.6.2. Political Economy's future of EBPs .
    [ 3 ] Volume II , pp . 563 - 577 .
  • June 6 Final Exam


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