ESOP Plan Administration - Is an ESOP a Qualified Plan?
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ESOP Plan Administration

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SES Advisor’s team of professionals has more than 75 years combined experience with ESOP Plan Administration – including consulting, education, and ESOP plan compliance – and is available to aid in putting your employee stock ownership plan in place. Find out more about our team below.

Leslie Kearns
Leslie Kearns is a qualified plan consultant and has been actively involved in the retirement benefits industry since 1979, with special emphasis on Employee Stock Ownership Plans.  Prior to joining the SES Advisors team, Leslie was President and senior ESOP consultant for R.K. Schaaf Associates, Inc. Leslie is a member of several industry related organizations... Read More
Wendy Lankes
Wendy Lankes has been in the ESOP administration field since 1985. With nearly 30 years under her belt, Wendy is highly regarded as an ESOP expert. Although new to the SES team, Wendy was a principal for the firm of R.K. Schaaf Associates, Inc. from 1995 until 2014 when the company was acquired by SES.... Read More
Joyce Nishizawa Witherspoon
Joyce Nishizawa Witherspoon has more than 19 years of experience in ESOP plan administration. As a senior ESOP administrator with SES Advisors, Joyce provides professional ESOP administration and consulting services and educates her clients on the complexities of an ESOP. Her caseload also includes administration for profit sharing plans and 401(k) plans. She also has... Read More
Tina Fisher
Tina has more than 20 years of experience working with qualified retirement plans, including employee stock ownership plans (ESOPs). As vice president of SES Advisors’ Plan Services Group, Tina provides consulting and technical support to clients and internal staff on retirement plan design, repurchase liability studies, compliance and administrative issues for ESOPs. Prior to joining... Read More
Sue Ledingham
Susan Ledingham has been in the qualified plan consulting and administration field since 1975. Although new to the SES team, Sue was a senior administrator and member of the leadership team at R.K. Schaaf Associates, Inc. when SES acquired R.K. Schaaf in 2014. Her career has focused primarily on consulting with prospective and existing ESOP... Read More
Mychelle Holloway
Mychelle Holloway has more than 20 years of experience in ESOP administration and consulting and holds the designations Certified Pension Consultant and Qualified Pension Administrator from the American Society of Pension Professionals and Actuaries (ASPPA). In her role as Vice President and Senior Administrator with SES Advisors, Mychelle is responsible for providing high-quality administration and communicating... Read More
Karen W. Hurley
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Jane E. Rogers
Jane has over 35 years of experience in qualified retirement plan administration, including over 15 years of ESOP administration and compliance expertise. As senior ESOP administrator, Jane provides professional ESOP administration and consulting services to clients, as well as assisting in the marketing of SES Advisors’ ESOP administration services. Jane holds the QKA designation from... Read More
Diane Fanelli
Diane Fanelli has been with SES Advisors for more than 12 years doing ESOP Plan Administration. She has extensive experience in employee benefits consulting and defined contribution plan administration. Diane is a Philadelphia native who studied Business Administration at Temple University. Prior to joining SES Advisors, Diane was employed by several employee benefits consulting firms,... Read More
Deanna Peters
Deanna Peters has been in the ESOP field since 1991. As a qualified plan consultant, she has been actively involved in the retirement benefits industry for more than 20 years, with special emphasis on Employee Stock Ownership Plans.  Prior to joining the SES Advisors team, Deanna was a principal and an ESOP consultant for R.K.... Read More
Chuck White
Chuck White joined SES Advisors in 2011, bringing more than five years of qualified ESOP plan administration experience working with ESOPs and 401(k) plans. Chuck provides professional administration and consulting services to ESOP and 401(k) plan sponsors. He has experience in defined contribution profit sharing and 401(k) and ESOP administration, including determining distribution eligibility, compliance... Read More
Barbara Krumbhaar
Barbara has more than 23 years of employee benefit consulting experience, particularly in the areas of legal compliance, design and ESOP Plan administration. Barbara has expertise in the review of domestic relation orders for plan administrators, development of policies for plan administrators to comply with the Internal Revenue Code and the Employee Retirement Income Security... Read More

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of exploring and installing an ESOP, please contact us.
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