ESOP Administration - ESOP TPA - ESOP 3rd Party Admin
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ESOP Administration

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ESOP Third Party Administration (TPA)

ESOP Third Party Administration (TPA) is a proven strategy for simplifying the administration of your Employee Stock Ownership Plan (ESOP). ESOP TPA services include all record keeping and reporting requirements as well as the day-to-day operations of an ESOP. ESOP Third Party Administrators advise trustees on critical ESOP decisions from voting shares to repurchase obligation. ESOP TPAs take the lead in record keeping, preparing critical reports including Form 5500, 1099-R and trust accounting details. ESOP TPAs stay on top of the latest laws governing ESOPs, providing valuable insight for getting the most out of ESOPs.

SES Advisors provides high quality ESOP third party administration and recordkeeping services to fit your needs. Our simple, transparent fee structure adds an unsurpassed level of confidence to your ESOP Plan Administration. Let our experienced ESOP TPA professionals help your ESOP plan achieve better results while saving you time and money.

SES Advisors are the only ESOP TPA firm in the country with an integrated team of legal, finance, banking, tax and ERISA experts. Rely on SES Advisors ESOP plan administrators for ongoing regulatory updates, record keeping and ESOP leadership. Our ESOP Plan Administrators are driven to improve efficiency and performance while clearly communicating ESOP plan details to employees and trustees.

Our ESOP TPAs bring a cross-disciplinary approach to ESOP plan administration that integrates legal, finance, banking, tax and ERISA expertise.

SES Advisors full-range of ESOP TPA services include:

  • ESOP TPAs to help companies determine whether and how to establish and finance new ESOPs.
  • ESOP TPAs to help companies manage follow-on transactions and evaluate and address mature ESOP issues.
  • ESOP TPAs provide ESOP and 401(k) administration services and manage a variety of reporting and compliance requirements.

Need to keep your ESOP on track?

Learn more about how SES Advisors expert ESOP Administrators can keep your existing ESOP
on track working for you contact us.

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ESOP Navigator Software
With ESOP Navigator, SES Advisors streamlines and automates many of the administrative requirements associated with Employee Stock Ownership Plans (ESOPs). This powerful software solution can be customized to align with your company’s brand and personality. Whether you choose to tailor it or use it “off the shelf,” you benefit from enhanced speed, efficiency and accuracy.

Key Benefits: Plan Participants
ESOP Navigator empowers plan participants to:
View and print ESOP statements and other company ESOP communications
Update contact information
Download ESOP administrative forms
Access educational ESOP resources (including video) and links to helpful websites
Key Benefits: Plan Sponsors
ESOP Navigator eases the administrative burden by enabling plan sponsors to:
Support “paperless” electronic delivery of benefits statements, Summary Annual Report and other required disclosures
Facilitate online voting
Maintain a “fiduciary library”
Distribute ESOP information, updates and announcements—including distribution forms—in a highly efficient manner
Receive ESOP forms from participants

View the ESOP Navigator Demo

To see how this simple, intuitive and powerful software tool works, please fill out our Administration Inquiry form.

View Demo

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.
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Is an ESOP right for you?