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Employee Stock Ownership Plans

We are well known for our work with ESOPs in the midsized business market. Several major money center banks have recognized our cash flow model as a highly effective tool for communicating about ESOP issues.

An ESOP is well suited to any company looking for a tax-favored financing alternative, considering giving ownership to employees, or looking for alternatives to continue the business after retirement.

RSM McGladrey Retirement Resources offers a full range of ESOP services:

  • Design and implementation
  • Annual recordkeeping and reporting
  • Plan documents
  • Loan negotiations
  • Employee communications
  • Repurchase liability studies
  • Feasibility studies



 
ESOP Blog
Delve deeper into some of the technical topics that surround ESOPs by reading the ESOP blog.

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