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
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