We provide the highest quality ESOP administration
and ESOP recordkeeping services for your ESOP and 401(k).
Our experts handle comprehensive recordkeeping and reporting requirements to S- and C-corporations with employee stock ownership plans.
Managing your Employee Stock Ownership Plan just got easier.
ESOPConnection™
is an interactive online repository of a company's ESOP-related information and documents, as well
as an educational and informational tool for participants.
We offer exceptional 401(k) administration
and recordkeeping for both balance forward and daily valuation plans. At your request, we can provide
plan administration or participant recordkeeping, or both.
"There is Tom of BREA holding his ESOP portfolio bigger than day." Michael Keeling, President of The ESOP Association.
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President Obama Responds to ESOP Questions from Blue Ridge ESOP Associates at Town Hall meeting.
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ESOP Distribution Policies Webinar Available
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Q & A with Tom Roback Regarding President Obama's Response to His ESOP Question at the Richmond, VA Town Hall Meeting on September 29, 2010
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FEATURED ARTICLES
ESOP Association Members Make Fortune’s List of the 100 Best Companies to Work For
Congratulations go out to five members of The ESOP Association that have been named to Fortune’s list of the 100 Best Companies to Work For:
Burns & McDonnell Engineers-Architects, Kansas City, MO
W. L. Gore & Associates, Inc., Newark, DE
TDIndustries, Inc., Dallas, TX
Publix Super Markets, Inc., Lakeland, FL
Schweitzer Engineering Laboratories, Inc., Pullman, WA
“This is what ESOP companies do — they create great place to work. Congratulations to our members on the list,” said J. Michael Keeling,
ESOP Association president. “An ESOP Association survey conducted in 2011 showed that 92.2% of survey respondents
reported that creating employee ownership through an ESOP was ‘a good business decision that has helped the company.’
In addition, 72.9% of respondents indicated the ESOP positively affected the overall productivity of the employees. It would be a
shame if the Congressional bipartisan support for our modest national policy encouraging employee ownership was not enhanced as Congress
looks for a ‘common’ ground policy encouraging U.S. based jobs. Five percent of the companies on this list are wholly or partially owned
through the ESOP which is an amazing figure considering that ESOP companies only make up about .0025 percent of all businesses in America.”
