Education

Employee Stock Ownership Plans reward those who’ve contributed most to your company - your employees. And, to realize the benefits of your company’s ESOP, it is important for your employees to know what being an “employee owner” means.

To communicate what the employee stock ownership plan is, we offer you several basic educational services:

• Employee Presentations - We’ll come to your company, meet with your employees and explain to them what the ESOP is and how it works.
• Summary Plan Description - A simplified version of the Plan document, our SPD’s are easy to understand and offer a clear explanation of the ESOP benefit.

If you are interested in a more in-depth program to educate your staff about your company’s ESOP, we’d be happy to refer you to a full-service ESOP communications firm.