SCJ specializes in guiding companies through the complexities of initial ESOP design, long range benefits and ESOP tax planning. We ensure that your ESOP will continue to perform well as part of our commitment to our strategic and proactive approach.
- ESOP TPAs help companies determine whether and how to establish and finance new ESOPs.
- ESOP TPAs help companies manage follow-on transactions and evaluate and address mature ESOP issues.
- ESOP TPAs provide ESOP and 401(k) administration services and manage a variety of reporting and compliance requirements.
ESOP TPAs provide ESOP and 401(k) administration services and manage a variety of reporting and compliance requirements.
A transactional trustee is a trustee that acts with complete discretion over a specific transaction for a specific interest, person, or entity (ESOP).
- Introduce the ESOP to your company.
- Plan and budget for annual ESOP benefits and repurchase liability in the future.
- Mitigate and Resolve compliance issues.
- Deliver modeling and guidance
- Develop ESOP distribution policies to help your company achieve its goals.