ESOP Partners’ web portal, My ESOP Dashboard™, gives administrators and participants 24/7 online access to valuable, easy-to-use tools and information to make managing their ESOPs simple and effective.
This value-added, online resource gives participants desktop and mobile access to:
Participants will also have access to basic Plan documents and frequently requested forms.
Administrators have access to confidential Plan information, including:
Administrators also have the ability to send electronic communications to ESOP participants such as, IRS notices, Department of Labor notices, company information, etc. My ESOP Dashboard™ provides added value to administrators by stocking this portion of the portal with helpful ESOP resources and information. For example, a downloadable guide explaining how to read your ESOP statement, ESOP industry updates, FAQs, and more.