SES Client Alerts - ESOP Knowledge Center
  • 888.SES.ESOP

Client Alert: November 2011

Home » ESOP Knowledge Center » SES Client Alerts » Client Alert: November 2011

Client Alert: November 2011

Brian Wurpts addresses share redemption and share re-leveraging as other strategies to manage plan funding decisions, and their implications on repurchase obligation, in Part II of an article that appeared in the August 2011 Client Alert.  Mychelle Holloway discusses when and how to use the new Form 8955-SSA, and all about the changes to the Form 5558, released by the Internal Revenue Service earlier this year.

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.

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?