Experience the Leader in Personalized ESOP & 401(k) Administration
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™ with PlanGovernance™ is the only comprehensive ESOP administration tool in the industry designed to help the internal plan administrator, plan trustees and employees.
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.
Our administrator is our ‘go to’ person for anything having to do with the ESOP. She always takes the time to explain the nuances of our increasingly complex administration and is the consummate professional. Her attention to detail and relentless pursuit of the ‘right answer’ is unparalleled and most welcome.