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:
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.