ESOP
Calculator
Our ESOP Calculator offers unmatched insights, giving employee-owners a personalized secure profile to visualize the potential wealth accumulation from the ESOP alongside their 401(k) and other retirement plans
ESOP Educational
Content
Our material will guide you through three critical areas of ESOP education. We cover ESOP foundational basics, provide support for a Communication Committee, and give Human Resources the tools to build a strong culture of ownership.
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.
Store & Distribute ESOP Statements
Save and electronically distribute ESOP, Total Comp and SARs statements.
Recruitment Tool for Potential Employees
Recruitment calculator for HR and Hiring Managers to illustrate the long-term benefits of joining your ESOP.
Communication Hub (Docs, News, Calendar)
One central location for all your documents, educational material, corporate announcements, calendars, and news.
Global Snapshot of Employee Holdings and SARs
See SampleProvides senior management with a global view of all employee ESOP holdings, SARs, and Warrants.