We provide comprehensive ESOP administration services.
ESOP Partners adds important value to clients through our broad range of services and unparalleled experience. We offer comprehensive ESOP administration and compliance testing services (including 409(p)) to help you satisfy your fiduciary obligations.
We also provide fully integrated ESOP consulting services.
Our Strategic Planning Suite of Solutions help ease your fiduciary and administrative responsibilities and ensure the sustainability and long-term success of your ESOP.
Our consulting services for prospective ESOP companies include:
- Free preliminary ESOP assessments
- Feasibility studies
- Plan design and implementation
- Initial transaction planning, structuring and management