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Client Alert: August 2012

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Client Alert: August 2012

Alice Simons discusses the primary objectives of the ESOP advocacy efforts in Congress and explains how you can schedule and prepare for a visit with your member of Congress. Brian Wurpts discusses strategies for mature ESOP companies to utilize their excess capital, with a focus on the option of distributing plan assets to participants.


Is an ESOP right for your company?

Use our ESOP self-assessment tool to find out.

Explore various Ownership Transition Options or replay our Introduction to ESOPs webinar.

If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.

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If you would like to learn more about how SES Advisors can guide you through the complexity
of exploring and installing an ESOP, please contact us.
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