Full-Service ESOP Administrators
Our client-oriented services provide all of the services needed to manage your ESOP recordkeeping and compliance requirements in a timely and efficient manner with minimum involvement of your HR staff.
Among the services that we provide are the following:
If you would like to find out what our full-service ESOP Administration Team can do for your ESOP, please fill out our Administration Proposal Request.
Our full service ESOP administration group provides fast, reliable and accurate ESOP administration and ESOP recordkeeping services for nearly 1,000 ESOPs nationwide. Our staff of trained and experienced administrators can handle all of your ESOP recordkeeping needs no matter how complex or complicated. All of our administrators have been trained as accountants and/or CPAs, and their average years of service with the Menke Group is in excess of 13 years of service.
For those who prefer paperless communication with employee participants and paperless management of ESOP accounts and records, our ESOPOnline ServicesSM program is the perfect solution that will make your ESOP administration easier to manage and quicker to complete. ESOPOnline ServicesSM enables you to send benefit statements electronically, send and receive ESOP forms electronically, and store all plan records electronically.
Unlike most third party administration firms, we maintain a staff of six in-house ERISA attorneys who are available to render advice and assistance on all aspects of ESOP transactions, ESOP administration, and ESOP distributions. The average years of ESOP experience of our ERISA attorneys are in excess of 20 years.
We provide all of the other services that are necessary to administer and maintain your ESOP, including the following:
- Employee Communication
- Company Stock Appraisals
- Key Employee Incentive Plans
- Repurchase Liability Studies
- §409(p) Certifications
- Feasibility Studies
- IRS or DOL Audit Assistance
- Continuing ESOP Education
- Live Seminars
- Client Webinars
- Technical Issues Webinars