Keeping an ESOP on Track

If your company has already established an Employee Stock Ownership Plan (ESOP), congratulations on completing the process and realizing some of the potential benefits of an ESOP. Moving forward, it is important to keep your plan on track—ensuring that it remains in compliance with Internal Revenue Service and Department of Labor regulations and also addressing repurchase obligation and other mature ESOP issues that may arise.

At SES Advisors, we have a long history of delivering premier plan administration services, as well as repurchase obligation and mature ESOP consulting services. If you are seeking expert support in keeping your ESOP on track, we invite you to learn more about our capabilities and expertise:

• Read about our ESOP and 401(k) Administration capabilities, as well as our Repurchase Obligation & Mature ESOP Consulting services.
• Learn more about our ESOP Navigator software tool.
• For a sampling of our experience and expertise in mature ESOP issues, view some of our advanced webinars, including Second-Stage Transactions/Mature ESOPs and Using ESOPs as an Acquisition Strategy.
• To learn more about our experience in ESOP administration, view ESOP Administration Pitfalls and ESOP Administration: Rebalancing and Reshuffling.
• Read our case studies entitled Administering a Mature ESOP and A First Look at ESOP Recordkeeping.

Ready to Move Forward?

If you would like to discuss your plan administration and other mature ESOP challenges with the experts of SES Advisors, please contact us.