Helping you attract and retain talent
We specialize in developing employee benefits programs that meet your needs; and our services do not stop after implementing your program. You can count on us to continue to monitor and analyze your benefits program and make recommendations to keep you current, competitive, cost-effective and in full compliance with regulatory requirements.
Services
- Employee Benefit Plan Review Related to Mergers and Acquisitions
- ESOP Administration
- Preparation of Forecasts and Projections
- 401(k) Investment and Administration
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Employee Benefits Partners
Latest Insights
Post-Election ESOP Roundtable Discussion
With the start of the new year, what do the results of the November 2024 U.S. election mean for S Corporation ESOPs?Join Noelle Montano, Executive Director of ESCA (Employee-owned S Corporations of America), for a…
How Employee Participation and Engagement Drive ESOP Success
Employee Stock Ownership Plans (ESOPs) offer a transformative approach to business ownership by allowing the employees to have the financial benefit of ownership and aligning their efforts with the company's long-term goals. Research indicates that…
How the Repurchase Obligation Affects the Share Price of ESOPs
Employee Stock Ownership Plans (ESOPs) provide a robust framework for engaging employees and enhancing corporate financial strategies in closely held companies. Despite the motivational and economic benefits, ESOPs also require certain financial commitments, primarily the…
Selling to an ESOP: Shared Benefits for Business Owners and Employees
When planning their exit strategy, business owners must weigh numerous worthwhile alternatives. One option worth exploring is an employee stock ownership plan (ESOP). An ESOP is a qualified retirement plan that allows employees to own…
Using Account Segregation in an ESOP
This article was featured in the National Center for Employee Ownership (NCEO)’s January 2024 Newsletter. It is based on a presentation by Dan Markowitz, Boulay Partner and NCEO board member.Many ESOP companies prefer that when…
Managing ESOP Distributions
Employee Stock Ownership Plans (ESOPs) stand as an innovative approach for companies to empower their workforce by offering a pathway to retirement benefits through beneficial ownership stake. However, the mechanisms governing ESOP distributions are intricate,…
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To learn more about our Employee Benefits services and how we help you attract and retain employees, contact us today!