Services Overview

SES Advisors, Inc. leads the industry in helping organizations take a strategic and responsible approach to exploring and establishing Employee Stock Ownership Plans (ESOPs); managing follow-on transactions and other mature ESOP challenges; and performing full-service ESOP and 401(k) administration.

We offer preeminent ESOP expertise—integrating the legal, finance, banking, tax and ERISA knowledge essential to effective ESOP creation and management—as well as experience in optimizing 401(k) plans.

ESOP Services

We invite you to learn more about the services and support we offer for ESOPs and 401(k) plans:

Ready to Move Forward?

When you are ready to learn more about how SES Advisors can help you meet your ESOP and/or 401(k) goals, please contact us.

Testimonial

"SES has navigated us through every aspect of the ownership transition process…"

SES & Industry News