You Get 360° of Care.  Our model makes us uniquely able to provide a solution that maximizes the potential and optimizes performance of your ESOP and includes ESOP administration and consulting. And, we’re there throughout the lifecycle of your ESOP, making sure the plan is monitored, managed and maximized.

You Get A Dedicated Point of Contact.  You’ll work closely with a dedicated ESOP expert – a senior member of our team.  This expert is accountable for your satisfaction and for providing the insights that help make the most of your plan. 

You Can Expect Proactive Solutions.  ESOP Partners professionals provide smart solutions to even the most complex ESOP issues, and anticipate issues before they become problems.

You Get The Best Value In The Industry.  ESOP Partners’ cost is contained due to relatively low overhead, yet value delivered far exceeds other firms

Unbundled approach.  Using an unbundled approach allows for increased service provider accountability and makes it easier to change service providers in the future, if necessary

  • Fee Transparency.  We provide for more fee transparency and ensure that the participants of one plan (or portion of the plan) are not paying for the plan expenses of another plan (or portion of the plan).

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