Asire Posted November 2, 2017 Posted November 2, 2017 I know that advertising is not permitted in these forums, but I'm asking for assistance in finding a source for ESOP record keepers - whether you could point me to a list or just let me know if you company handles recordkeeping for ESOPs. Prefer a firm with experienced advisors on hand that would identify if we are doing anything incorrectly with our ESOP. Thanks in advance.
Tom Roback Posted November 2, 2017 Posted November 2, 2017 www.nceo.org or www.esopassociation.org has member information sorted in categories for Administration and On-line Services. Attending one of their conferences would be helpful too.
BeckyMiller Posted November 15, 2017 Posted November 15, 2017 Also, you can google the names you find to see how active they are as members of these groups. There is a big difference in expertise between active members and joiners.
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