ESOP Partners is proud to be a sponsor of the NCEO Fall Forum in St. Louis, MO on September 26th-28th.
ESOP Partners is proud to be a Platinum Sponsor and speaker at the Midwest Regional Conference on September 20-22, 2022 in Milwaukee.
ESOP Partners is excited to announce a new partnership with Economic Group Pension Services (EGPS), serving as their ESOP subject matter expert. In this arrangement, ESOP Partners will provide administration and consulting on all things ESOP to EGPS clients.. This approach allows EGPS to focus on its core areas of expertise and provide its clients with a best-in-class service provider for all their qualified retirement plans. “ESOP Partners is a great service provider choice for clients desiring this plan type. We’re excited to partner with them, as their values and service standards align with ours, and they provide exemplary retirement plan consulting to their clients,” stated Dawn Genz, Chief Operating Officer for EGPS.
ESOP Partners focuses solely on ESOPs and does not compete in the 401(k) administration marketplace. This allows them to provide industry-leading ESOP expertise and consulting services, while also allowing their clients to implement an unbundled approach and select a premium service provider for both their ESOP and 401(k) plans. By implementing this model, clients receive greater service provider accountability. This also allows ESOP companies to regularly evaluate and change service providers, manage plan expenses with fee transparency, and otherwise satisfy their plan sponsor and trustee fiduciary responsibilities.
ESOP Partners is pleased to announce that Joseph “Joe” Fonti has joined the team of employee-owners in the role of Managing Director.
As a member of the senior leadership team, Joe will focus on executing on the strategic goals of the organization. He is responsible for overseeing the daily operations. He will work on enhancing the already strong employee and client experience. He is working as an integrator of ideas to enhance organizational efficiency, promote ESOPs to the business community, to help facilitate the growth of the ESOP communications and ownership culture development services and to provide advice to existing clients on methods to enhance enterprise value.
"We are excited to have Joe join the leadership team due to his extensive business experience, his passion for creating ESOP millionaires and his ability to relate to ESOP clients since his business became an ESOP," says Aaron Juckett, ESOP Partners President and Founder.
Joe is an experienced executive leader and owner of several businesses. He is a licensed attorney and has served as the chief operating officer of a 15-location furniture company with nearly 600 employees. His furniture company became an ESOP in 2018 and ESOP Partners has provided to his furniture business administrative services, educational and cultural training and repurchase obligation analysis. ESOPs are his passion and he joined ESOP Partners because it is a best-in-class ESOP provider and because he is committed to creating ESOP millionaires at ESOP Partners and at existing and future ESOP clients.
ESOP Partners is proud to be a Sponsor, Exhibitor and Speaker at NCEO's 2022 Employee Ownership Conference being held April 26-28 at the Washington State Convention Center in Seattle, WA.
The Wisconsin Chapter of The ESOP Association is hosting this Spring in-person event to engage Chapter members with an educational and networking opportunity. The programming features several highlights on Culture/Communications as well as Governance/Management topics.
ESOP Partners is pleased to be an Annual Leader sponsor for this event.
ESOP Partners will be attending and sponsoring the Las Vegas ESOP Conference & Trade Show EO21 November 10-12, 2021 at Caesars Palace in Las Vegas, NV.
ESOP Partners is proud to be a Gold-level Sponsor at The ESOP Association's Midwest Regional Conference held September 15-17, 2021 at the Hilton Des Moines Downtown in Des Moines, IA. This collaborative regional chapter event is hosted by the Heart of America, Illinois, Iowa/Nebraska, Minnesota/Dakotas, and Wisconsin Chapters of The ESOP Association.
ESOP Partners is proud to be a speaker at The ESOP Association's Northeast Regional Virtual Conference on September 29-30th. This is a special virtual event for members of the Pennsylvania/Delaware, New York/New Jersey, and New England Chapters.