Request for Proposal

For a free price quote either please call Brian Wurpts - Vice President of SES Advisors’ ESOP Administration, (888)316-ESOP, or complete the complimentary and confidential questionnaire below.

 

We look forward to speaking with you soon.

Contact Information:

Name *

Email *

Title

Company *

Address 1

Address 2

City

State

Zip

Phone


What is your company's primary business? *

Plan Information:

What year was your company's ESOP adopted?


How many participants does your plan have?


Is the ESOP leveraged?
If so, how many loans are outstanding?


Is the company a C or S corporation?


Are there assets other than company stock in the plan?
Does your company sponsor any other employee benefit plans?
Does the company have any affiliates or subsidiaries?
Is the company's stock publicly traded?
Does the company pay dividends on the stock in the plan?

How often do you issue benefits statements?


Are you interested in on-line statements?
Are you interested in ESOP educational materials?
Are you interested in statements in a language other than English?