Contact Information

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Aaron Juckett
CPA, CPC, QPA, QKA
President
ESOP Partners LLC

Direct: 920-659-6002
ajuckett@esoppartners.com

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Kevin Rusch, CPA,QPA
Director of Administration
ESOP Partners LLC

Direct: 920-659-6006
krusch@esoppartners.com

www.onestopesopblog.com

 

 

ESOP ADMINISTRATION TIMELINE eBOOK

There Are Multiple ESOP Deadlines Coming Your Way Soon! 

Is Your ESOP End of Year Planning On Track? 

Does Your ESOP Administration Have you Stressed Out?

 

describe the imageESOP Administration Timeline eBook
ESOP Partners has developed an ESOP administration timeline eBook to assist you in staying on track with your ESOP.  The timeline outlines key requirements and deadlines, covers important ESOP events throughout the plan year, and provides a framework for an annual review process to help satisfy your fiduciary obligations as a Plan Administrator and/or Plan Trustee.

 

How Will The Timeline eBook Help Me?

Developing a planning timeline for your ESOP is a proactive step to insure your ESOP remains compliant.  By following a timeline, you can alleviate some of the stress you may feel in fulfilling key requirements and meeting critical compliance deadlines.

Get Your eBook Today!

Simply complete the form at the right of this page, and we will get your eBook right out to you! 

Thank you for your interest in ESOP Partners and the ESOP Timeline eBook! 

Request eBook

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