ESOP Plan Design

ESOP Plan Design – Creating the Right Fit

Our team works to understand the specific circumstances and needs of your business in order to build or amend your current ESOP Plan. Our ESOP plan design services account for all details to create the right fit or adjust – an ESOP that helps you get there.

Esop Plan Design Matrix

When designed and implemented properly, an ESOP plan brings many benefits to your business and employees. To maximize these benefits, the ESOP plan design process should be approached with care. Our detailed process creates an ESOP plan that is customized to your business and employee demographics. After our ESOP team gains thorough insight into the needs of your business and employees, we use our ESOP plan design matrix to ensure your ESOP plan addresses these needs.

The ESOP plan design matrix allows you to weigh the available options of various ESOP provisions, such as eligibility, vesting schedules, contribution formulas and distribution policies by comparing the pros and cons of each option. Through the matrix, you are assured you have considered all options and designed an ESOP that is best suited to your needs.

Integrated ESOP Expertise

With numerous assurance, tax and benefits professionals who have integrated ESOPs into their services, you will benefit from the in-depth experience and innovative ideas our professionals bring to the table. We simplify the complex options involved in the ESOP plan design process and assist you in designing a customized ESOP plan that is constructed for success of the company and the ESOP Trust.

ESOP Plan Design Services to Help You Get There

Our goal is to help you get there with a highly individualized ESOP plan design that exceeds your expectations and serves your unique interests. This is accomplished through a thorough understanding of your needs that is reflected in our ESOP plan design process using the ESOP plan design matrix. After the design and successful implementation of your ESOP, you can rely on our ongoing ESOP Administration services to ensure the continued success of your ESOP.