You'll find the expert services you need at the ESOP marketplace.
- Do you need help tracking the cost basis and share price history of company stock?
- Are you having difficulty preparing annual benefit statements?
- Do you need help tracking the changes in the accounts of ESOP members and the vested percentages of each participant?
Our administration advisors are well practiced in ESOP recordkeeping.
Expert record keeping...
...is vital for dealing with claims from the ERISA.
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Start & Grow ESOPs
Consulting a qualified and experienced ESOP adviser on the considerations for sound record keeping is a crucial business decision for all ESOPs.
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Recordkeeping plays a vital role in an ESOP. Expert recordkeeping is important for dealing with claims from the ERISA as well as the annual reports which are required by law to be made to ESOP members.
These yearly individual benefit statements must reflect items such as account balances, account movement and so on. Each of these items must be clearly recorded and accounted for in order to form accurate reports. This is a task where small mistakes can become dire ones, which is why the recordkeepers at the ESOP Marketplace are experienced and reliable.
