Proper planning and oversight can make all the difference between an ESOP being successful or a potential disaster. We help employers become educated and remain informed of the complex rules, regulations, and responsibilities that exist within ESOP plans.
Our experienced consultants work directly with employers to design ESOPs that address their respective challenges, goals, and objectives. We take a proactive approach to advising plan sponsors of new or enhanced options and features that become available by providing regulatory updates and monitoring changes in demographics. In addition, we offer an annual review of plan provisions to ensure that the employer’s internal administration processes are consistent with existing provisions.
From consulting to recordkeeping to tax reporting, our team helps ESOP sponsors navigate the financial and legal responsibilities unique to ESOP-owned companies.
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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