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Client Services

ESOP Navigator

Technology is changing the way people access retirement plan information.

 

SES Advisors' Administration software provides a fully customizable platform to communicate with your employees about your ESOP. This service integrates with the trusted expertise of our Administration and transaction team, as well as the attorneys of our affiliated law firm, Steiker, Fischer, Edwards & Greenapple, P.C.

 

For plan participants, ESOP Navigator can:

  • View and print ESOP statements and other company ESOP communication
  • Update contact information
  • Download ESOP administrative forms
  • Access educational ESOP resources and links to helpful websites

For ESOP sponsors, Navigator eases your administrative burden by allowing you to:

  • Create "paperless" electronic delivery of benefits statements, Summary Annual Report and other required disclosures
  • Distribute ESOP information, updates and announcements
  • Receive ESOP forms from particpants

We can customize ESOP Navigator to coordinate with your company's look and unique personality, and you can even choose your own domain name for your Navigator platform.

 

To request information on how we can help you maximize the benefits and convenience of ESOP Navigator for your company, and to receive a login and password to view the Navigator demo program, please fill in the form below.