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TPA Services for ESOPs

Employee stock ownership plans, also called ESOPs, have complex administration requirements and must follow strict IRS, DOL and SEC laws that make using a highly qualified TPA, like Randall & Hurley, more cost effective than performing the administration in-house. You can trust our experience and commitment to quality to provide exceptional ESOP services.

We'll examine your client's plan design and employee demographics to create a customized service package to meet their needs and fit their budget. Some of our consulting and administrative services for ESOPs include:

• Accurate, efficient recordkeeping, including allocation of employee and employer contributions, forfeitures and trust earnings, as well as cost basis and share price history for employer stock
• Reconciliation of transactions and earnings
• Calculation of leveraged ESOP share releases
• All required compliance testing
• True signature-ready government forms, like Form 5500
• Daily valuation and trading
• Freedom to choose financial products/providers and trustees/custodians
• Telephone and Internet account access (view a demo)
• Customized participant statements
• Employee education

If you don't see what you are looking for, or have questions about our services, please contact us. We'd be happy to help and provide a free quote for our services.

Learn more about what makes our company unique.