WE SET YOUR ESOP UP FOR SUCCESS
- Clearly communicate your ESOP’s value
- Maximize ESOP education and culture
- Recruit and retain top talent
Educate & Engage
See how the ESOP works alongside your 401k to positively impact retirement savings. Our ESOP Calculator makes it easy to project future ESOP balances and build a culture of ownership.
Recruit & Retain
Show potential employees the benefits of joining your company and the financial rewards of a long-term career.
Manage & Analyze
Simplify the management of all your ESOP information. We provide one location for instant access to your documents, statements, and employee holdings.
Simplicity Meets Clarity
ESOP One makes engaging, motivating, and educating your employee-owners simple. We come alongside your existing TPA to illustrate the long-term value of your employee stock ownership plan while alleviating the administrative burdens of education and communication.
Schedule a demo today to see just how easy it is to engage your employee owners, build a culture of ownership, and recruit/retain top talent.
ESOP ONE Features
Individual User Profiles
Each employee-owner will have a profile to view and save their personalized retirement roadmap.
Recruitment Tool for Potential Employees
Recruitment calculator for HR and Hiring Managers to illustrate the long-term benefits of joining your ESOP.
Store & Distribute ESOP Statements
Save and electronically distribute ESOP, Total Comp and SARs statements.
Global Snapshot of Employee Holdings and SARs
Provides senior management with a global view of all employee ESOP holdings, SARs, and Warrants.
Communication Hub (Docs, News, Calendar)
One central location for all your documents, educational material, corporate announcements, calendars, and news.
Repurchase Obligation Calculator
Instantly calculate the future repurchase obligation. We consolidate all employee retirement target and estimated diversification events to provide an accurate projection of cash needs.
Get in touch to learn more about ESOP One.
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