The SES Team: ESOP & 401(k) Consulting

Whether you are exploring the feasibility of an ESOP, or you need to address a variety of mature ESOP issues, the SES Advisors’ ESOP Consulting team combines the most comprehensive legal, finance, tax, administration, banking and ERISA expertise, delivering turnkey solutions for you and your company.

Chairman & CEO

James G. Steiker

 

James G. Steiker is Chairman and CEO of SES Advisors, Inc. and Founding Partner and Chairman of its sister law firm, Steiker, Fischer, Edwards & Greenapple, P.C. Read more...


Timothy J. Regnitz is a Principal and Senior Vice President in the Plan Administration Services group

Senior Vice President, Sales and Marketing

Timothy Regnitz

 

Timothy J. Regnitz is a Principal and Senior Vice President in the Plan Administration Services group, and recently opened SES Advisors’ new Chicago area office. Read more...


Steven R. Allison – Senior Vice President

Senior Vice President

Steven R. Allison


 

Steve Allison, CEPA is a Senior Vice President with SES Advisors and manages the SES Texas office in Fort Worth. Steve has more than 15 years of experience working with leading providers in the business succession planning and ESOP markets. Read more...


Brian Wurpts has more than twelve years of experience in Employee Stock Ownership Plan (ESOP) administration and strategic planning for mature ESOPs.

Vice President, ESOP Consulting

Brian Wurpts

 

Brian Wurpts has more than twelve years of experience in Employee Stock Ownership Plan (ESOP) administration and strategic planning for mature ESOPs. Read more...


Dayle Scheinman – Vice President

Vice President

Dayle Scheinman


 

Dayle Scheinman joined SES Advisors in 2011 and has 10 years of experience in the financial services industry. He has worked with some of the country’s largest retirement plan providers in plan consulting, sales, participant education, plan design and investment analysis. Read more...


Tom Skutca – Vice President

Vice President

Tom Skutca


 

Tom Skutca has more than eight years of experience in the financial services industry working with business owners on retirement and succession issues. As a Vice President in SES Advisors’ Consulting group, Tom is responsible for new business development. Read more...

Case Study

Managing the Repurchase Obligation

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ESOP Rebalancing and Reshuffling

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