How to Build an ESOP Administration Timeline:

An employee stock ownership plan is much more than a qualified retirement plan. An ESOP can impact your entire business: 

• Tax benefits that help maximize cash flow
• Recruiting and retention value
• Control over succession planning and exit strategy
• Cultural benefits of employee ownership
• And more

Along with the benefits come lots of responsibilities: recordkeeping, administrative, and regulatory. Forms, filings, audits…the list goes on. 

That’s why we created this timeline planning tool. Download the planner now and start planning your ESOP administrative year.