WE SET YOUR ESOP UP FOR SUCCESS

  • Clearly communicate your ESOP’s value
  • Maximize ESOP education and culture
  • Recruit and retain top talent

Benefits

Educate & Engage

See how the ESOP works alongside your 401k to positively impact retirement savings. Our tool makes it easy to project future ESOP balances and build a culture of ownership.

Recruit & Retain

Show potential employees the benefits of joining your company and the financial rewards of a long-term career.

Reduce Admin Burdens

Simplify the management of all your ESOP information. We provide one location for instant access to your documents, statements, and employee holdings.

Simplicity Meets Clarity

ESOP One makes engaging, motivating, and educating your employee-owners simple. We come alongside your existing TPA to illustrate the long-term value of your employee stock ownership plan while alleviating the administrative burdens of education and communication.

Request a demo today to see just how easy it is to engage your employee owners, build a culture of ownership, and recruit/retain top talent.

Request a Demo

 

ESOP Calculator Features

Individual User Profiles

Each employee-owner will have a profile to view and save their personalized retirement roadmap.

Recruitment Tool for Potential Employees

Recruitment calculator for HR and Hiring Managers to illustrate the long-term benefits of joining your ESOP.

Store & Distribute ESOP Statements

Save and electronically distribute ESOP, Total Comp and SARs statements.

Global Snapshot of Employee Holdings and SARs

Provides senior management with a global view of all employee ESOP holdings, SARs, and Warrants.

Communication Hub (Docs, News, Calendar)

One central location for all your documents, educational material, corporate announcements, calendars, and news.

Repurchase Obligation Calculator

Instantly calculate the future repurchase obligation. We consolidate all employee retirement target and estimated diversification events to provide an accurate projection of cash needs.

Request a DEMO

Get in touch to take your ESOP calculator for a spin.

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