First-class service and communication – Our number one objective is to provide you with a first-class ESOP experience that meets all of your needs.  First-class service starts with our experienced ESOP consultants.  The same ESOP consultant will be involved throughout your entire ESOP experience, from the implementation of the plan through the ongoing administration process.  Their continued involvement gives you one consistent point of contact that is familiar with your plan and ensures that one person is always accountable for your satisfaction.

We take pride in proactively communicating with you on a regular basis and as needed.  From keeping you updated on the status of your administration to answering your questions, effective communication is an essential part of understanding and meeting your needs.

First-class quality and timeliness – Your ESOP consultant will work with you to develop an administration timeline that outlines the steps necessary to meet your objectives.  As a first-class service provider, we are completely committed to delivering on our promises.  We stand by our commitment with a financial guarantee.

First-class experience and expertise – ESOPs are our area of expertise and our primary focus.  Should we earn your business, your ESOP consultant will share their expertise and experience with you on an ongoing basis.  Since your ESOP consultant will be involved in all aspects of your plan, they will be in a better position to provide you with proactive consulting services as needed.

First-class information and ideas – We provide first-class ESOP information, free and in real-time.  We stay current on the latest ESOP and qualified plan news by attending conferences, networking with others in the industry, reviewing professional and regulatory publications, and scouring the web so you don’t have to.  Our blogs provide you with real-time continuous ESOP and qualified plan updates.

First-class value – We leverage our first-class proprietary recordkeeping system and our lack of corporate overhead to provide competitive pricing and the best value in the ESOP industry.