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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.

Get Your Planner

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.