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Access a Complete Range of Services

Implementation and ongoing administration of an Employee Stock Ownership Plan is a complex and detailed process. In addition to recordkeeping and compliance, many organizations require feasibility studies, repurchase obligation analyses, communications, and more.

Crowe Horwath LLP is well known as one of the top ESOP service providers in the nation. We provide comprehensive annual recordkeeping services, as well as compliance testing and preparation of U.S. Department of Labor Form 5500.

In addition, Crowe provides professionally bundled solutions for whatever your area of need or interest:

  • Feasibility studies for implementing an ESOP;
  • ESOP recordkeeping, communication, and administration;
  • Repurchase obligation analyses to project future obligations;
  • ESOP consulting solutions for S corporations and C corporations;
  • Recordkeeping and compliance services for KSOPs and other qualified plans maintained by ESOP companies;
  • Financial and tax consulting.
Crowe serves more than 500 clients, including 30 SEC-registered companies, located in 47 states across the country. Our senior professionals conduct thorough reviews to give you the best and most up-to-date advice. Our ESOP team members have professional designations, including Certified Public Accountant, Certified Pension Consultant, and Certified Employee Benefits Specialist.

Because ESOPs are one of our areas of specialization, we are able to do the work faster and better than competitors who lack our level of experience.

For additional information, please contact Lori Stuart at lori.stuart@crowehorwath.com or 614.280.5229.