A Month-by-Month Planning Workbook
How to Build an ESOP Administration Timeline:
An employee stock ownership plan is much more than a qualified retirement plan. An ESOP can impact your entire business:
- Tax benefits that help maximize cash flow
- Recruiting and retention value
- Control over succession planning and exit strategy
- Cultural benefits of employee ownership
- And more
Along with the benefits come lots of responsibilities: recordkeeping, administrative, and regulatory. Forms, filings, audits…the list goes on.
That’s why we created this timeline planning tool. Download the planner now and start planning your ESOP administrative year.
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Is an ESOP right for you?
It’s free and easy to find out. Contact us to schedule your confidential, no-fee ESOP consultation today.