Independent ESOP Trustee Services
Protecting Your Plan with Integrity and Expertise
At ERISA Advisory Group, our mission is to ensure the success of your Employee Stock Ownership Plan (ESOP) by acting as a fully independent ESOP trustee. Our commitment to independence, prudence, and personalized service sets us apart, offering peace of mind to Plan sponsors and participants alike.
Why Choose ERISA Advisory Group as Your ESOP Trustee?
Acting in the Best Interest of Plan Participants
As your ESOP trustee, our primary responsibility is to protect the interests of your Plan’s participants and beneficiaries. Every decision we make is guided by diligence, loyalty, and a steadfast commitment to fairness.
Independence You Can Trust
We operate with complete autonomy, free from undue influence from company management or other parties. This independence ensures the integrity and objectivity of the ESOP, safeguarding its operation for the benefit of participants.
Personalized, High-Quality Service
Our dedicated team offers tailored, responsive service to meet your unique needs. Unlike other trustees who prioritize high transaction volume, we focus on delivering exceptional quality and building long-term relationships.
Comprehensive ESOP Trustee Responsibilities
We offer expert oversight and guidance to ensure your ESOP complies with all legal, financial, and operational standards. Our responsibilities include:
- Plan Administration Monitoring: Ensuring smooth, compliant operations.
- Overseeing ESOP Transactions: Evaluating and approving critical decisions.
- Stock Valuation Oversight: Reviewing and ensuring fair valuation of company stock.
- Conflict Resolution: Navigating and resolving complex challenges.
- Participant Communication: Providing clarity and transparency to Plan participants.
- Legal & Regulatory Compliance: Staying aligned with the latest regulations.
- Document Review: Approving essential ESOP documentation.
- Active Engagement: Attending board meetings to remain informed and proactive.
See Why Our Clients Value Us
“William, [President of the ERISA Advisory Group], has a strong background coming out of the Department of Labor. He has expertise in the area – the necessary experience to do not only the RFP process but also be able to analyze them and put together the proper documentation to support his recommendation that he makes to the Board of Directors.”
A Partner You Can Rely On
At ERISA Advisory Group, we understand the complexities of ESOP management. By focusing on quality over quantity, we provide exceptional value and personalized attention to every client. Let us help ensure the fairness, transparency, and success of your ESOP.