WE SET YOUR ESOP UP FOR SUCCESS

  • Clearly communicate your ESOP’s value
  • Build and maximize employee ownership culture
  • Recruit and retain top talent

Benefits

Education

Educate employee-owners on how your ESOP will work alongside your 401K and Profit Sharing. No need for you, or them, to struggle to understand how the ESOP generates value.

Culture of Ownership

View how employee work ethic directly impacts the success of the company and creates personal wealth. This insight cultivates a strong sense of pride and engagement.

Recruitment

Clearly show potential talent the benefits and upside of joining an ESOP company and the rewards of a long-term career.

Simplicity Meets Clarity

Every ESOP is searching for a tool to give employee-owners a clear view of their employee stock ownership plan. Qualified retirement plans, like an ESOP, can be difficult to understand and communicate, which leaves employees feeling frustrated. You shouldn’t have to play a guessing game when it comes to understanding the value of your ESOP.

Our ESOP Calculator allows employee-owners to confidently view and understand how an ESOP impacts their wealth building journey. Request a demo today to see just how easy it is to educate your employee-owners, cultivate a culture of ownership, and recruit top talent.

Request a Demo

 

ESOP Calculator Features

Individual User Profiles

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

Performance and Tax Reports

See how each retirement plan you offer will perform via detailed charts based on individualized retirement goals. In addition, gain a clear view of the tax implications of each plan.

ESOP Documentation

Share and save your ESOP documentation all in one central location. (ESOP Statements, Retirement Goals, Company Notices).

Global Snapshot

Provides senior management with a global view of all employee holdings and documentation.

Corporate Communication

Find all of your corporate announcements, calendar, and documentation all in one central location.

Device Implementation

Coming soon. Access your profile and information via smartphone app.

Request a DEMO

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

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