Are You Ready for Year-End? - ESOP Taxation
  • 888.SES.ESOP

Are You Ready for Year-End?

Home » ESOP Knowledge Center » Are You Ready for Year-End?

Are You Ready for Year-End?

Whether your ESOP plan year-end corresponds to the calendar year or not, you should always have a checklist ready!

Mychelle and Kelly, two of our ESOP Administrators with more than two decades of plan administration experience between them, give you some best practices and cover a range of topics, including:

  • Form 1099R tips and explanations
  • Form 945 tips & explanations
  • Required Minimum Distributions
  • Form 8955-SSA
  • Partial Plan Terminations

Presented by Mychelle Holloway, Principal & Senior ESOP Administrator and Kelly Irizarry, ESOP Administrator

Ready to Move Forward?

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.
Contact Us
Is an ESOP right for you?