PRIVATE COMPANY STOCK

Integrated services for a holistic
retirement plan experience

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We provide a state-of-the-art, proprietary, balance-forward recordkeeping platform for private employee stock ownership plans (ESOPs). Public ESOPs can be recordkept on either a daily or private platform. 

 

Our ability to provide ESOP recordkeeping and consulting services results in a streamlined, holistic retirement plan service for ESOPs of all sizes and levels of complexity. Features include:

  • Electronic distribution and diversification services through our online distribution feature that handles processes from beginning to end 

  • My PERLS® - our online resource to help manage ESOP cash flow (repurchase liability) projections (no added cost) 

  • Consolidated services through the plan sponsor secure website

  • Electronic distribution and diversification services through our online distribution feature that handles processes from beginning to end 

  • My PERLS® - our online resource to help manage ESOP cash flow (repurchase liability) projections (no added cost) 

  • Consolidated services through the plan sponsor secure website

  • Data security reviewed by an independent third party (SOC2 report) 

  • SOC1 audit service – the only ESOP service provider to offer this service  

  • Tailored employee owner communication to enhance employee ownership culture 

  • Data security reviewed by an independent third party (SOC2 report) 

  • SOC1 audit service – the only ESOP service provider to offer this service  

  • Tailored employee owner communication to enhance employee ownership culture