You want to spend time on what you do best - your core business. Let SES Advisors do what we do best - your ESOP recordkeeping!

Our talented administrators work exclusively with ESOPs and are familiar with even the most complicated ESOP issues. They work hand-in-hand with SES Advisors' finance professionals as well as the ESOP attorneys of Steiker, Fischer, Edwards & Greenapple, giving you peace of mind that your ESOP is being cared for by the leading experts in the industry.

A Sampling of our Services:

• Custom Participant Statements and Management Reports
• Annual Report Filing (Form 5500)
• Diversification Notices
• Annual Government Filings, Including 1099-R and 1099-DIV form preparation
• Voting Instructions
• Benefit Distributions Forms
• Notification of Deadlines
• ESOP Compliance Testing
• Plan Audit Assistance
• ESOP Navigator

No matter the size or structure of your company, we are committed to giving you accurate service with a personal touch. It's likely that we have worked with a company similar to yours as we've performed recordkeeping for client companies of all sizes, in a wide range of industries.

SES also coordinates with everyone involved in the administration of your ESOP, including your accountant, valuation firm, human resources staff, attorney, trustee and others.

Remember - we're not just a third-party administrator - we're your ESOP experts.

Click Here to Meet the Team

Visit our ESOP Webcast Archive:

SES Advisors sends regular newsletters and hosts complimentary webcasts on topics of interest to our clients. Click here to view one of our past programs!