Administration-Timeline-coverAn 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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