Our review will take place in a 30-45 minute phone call and will include:

  • A comprehensive review of your historical ESOP Administration Process & comparison to best practices in the industry

  • An evaluation of your ESOP recording keeping practices and compliance testing

  • An evaluation of the customer service and professional experience level of your current Third Party Administrator (TPA)

  • A review of other critical ESOP processes, including the following:360_degrees_of_care.jpg

    • Repurchase Obligation Planning
    • Distribution Policy
    • Corporate Governance
    • ESOP Communication
    • ESOP Plan Expenses    

To request your free review, simply complete the form! A member of the ESOP Partners team will then reach out to you to schedule your no-cost evaluation call.

Request Review Now