ESOP Insourcing is the only ESOP service provider that includes an annual repurchase obligation analysis in the administration process.

  

 

AARON JUCKETT, CPA, CPC, QPA, QKA

Aaron Juckett is an ESOP consultant and the founder of ESOP Insourcing LLC, an ESOP consulting and administration firm dedicated to providing ESOP companies with a first-class ESOP experience.  Aaron has 15 years of management and professional experience, including 11 years in the ESOP industry.  He has provided implementation and ongoing administration and consulting services to hundreds of ESOP companies, developed ESOP information systems, and audited qualified retirement plans.  Prior to founding ESOP Insourcing, Aaron was a shareholder of BCI Group and a manager of the Principal Financial Group’s ESOP department. 

Aaron is the author of The One-Stop ESOP Blog (www.onestopesopblog.com), a blog dedicated to providing ESOP companies and professionals with a single location on the Web to find all of their ESOP information, and ERISA Rules and Regulations (www.erisarulesandregulations.com), a blog dedicated to helping ESOP companies and professionals stay current on the ever-changing retirement plan rules and regulations.  He also serves on the Executive Committee of the Wisconsin Chapter of the ESOP Association.

Areas of Experience

  • ESOP administration and consulting
  • ESOP information systems
  • ERISA qualified retirement plans

Professional Designations

  • Certified Public Accountant (CPA)
  • Certified Pension Consultant (CPC)
  • Qualified Pension Administrator (QPA)
  • Qualified 401(k) Administrator (QKA)

Professional Memberships

  • The ESOP Association (TEA)
  • The National Center for Employee Ownership (NCEO)
  • The American Society of Pension Professionals & Actuaries (ASPPA)
  • The American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

Education

Aaron received a Bachelor of Business Administration from the University of Wisconsin – Eau Claire.

Aaron can be reached at 800-837-3112 or ajuckett@esopinsourcing.com.

Terms and Conditions

Please call us with questions at 1-800-837-3112 or email us at esop@esopinsourcing.com

Home First-Class ESOP Experience Consulting and Compliance Administration Solutions ESOP Planning ESOP Jargon About Us Contact Us