ESOP Repurchase Obligation Solutions

The ESOP repurchase obligation is the obligation of your company to repurchase stock from former ESOP participants and beneficiaries. Planning is the best way to prepare for this obligation. Our ESOP experts use their comprehensive consulting and administration experience to prepare a detailed repurchase obligation forecast and work with you to develop a plan to fund and manage the obligation.

ESOP Consulting and Compliance

Our administration, implementation, and consulting experience enables us to provide you with consulting solutions throughout the lifecycle of your ESOP. Our proactive planning approach enables us to identify and address potential problems before they occur. We utilize our strong ERISA background to provide you with consulting services for all of your retirement plans. Some of our consulting solutions include:

• Repurchase obligation forecasts
• Distribution policies
• Compliance testing and review for all qualified plans (including 409(p) issues)
• ESOP and KSOP feasibility, plan design, and implementation
• Plan document review and analysis
• Employee communication and training services (Click here for an example of our innovative communciation and training services)

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

For more information, please call us at 1-800-837-3112, email us at esop@esopinsourcing.com, or contact us.