Expertise through every stage of your ESOP journey.
An ESOP can help preserve your company’s legacy by transitioning ownership to your employees on a tax-advantaged basis. ESOPs also require careful planning and ongoing management. Having the right plan partners can make all the difference.
As the No. 1 ESOP provider, we make ESOP administration and management easier, so you can focus on running your business.
New plan consulting to determine if an ESOP is the right succession plan for your business.
Recordkeeping and administrative services to simplify plan management and meet the needs of your participants.
Independent repurchasing obligation studies and software to accurately forecast liabilities and plan for future cash flow requirements.
Consulting services for compliance, communication, plan design, and funding to help ensure the long-term financial health of your plan.
Consulting
Recordkeeping
Repurchase obligations
Communication services
We understand ESOPs create alignment between employees and business success, driving growth, stability, and shared purpose.
Companies win with tax benefits, increased productivity, and lower turnover—plus, a succession plan that works for both owners and the next generation of leadership.
Employees win by building equitable retirement savings, working in a culture that values their contributions, and engaging as owners who drive innovation.
Communities win with stronger businesses, job stability, and increased local economic growth.
We bring unmatched experience and a deep understanding of ESOPs to help businesses maximize their impact.
No. 1 ESOP recordkeeper
2M+ stock plan participants
40+ years of experience
43 of the top 100 ESOPs in the U.S. trust 51³Ô¹ÏºÚÁÏ®
Companies with a history of profitability, solid cash flows, and employee-centered cultures.
Multi-generational family businesses and other multi-owner companies.
Young entrepreneurs seeking to sell an existing business so they can use the liquidity to fund their next business move. 
ESOPs are one aspect of our depth and breadth of total retirement solutions. We can take an integrated approach to your business’s financial future.
Talk to your financial professional or call us at 800-952-3343 to get started.