We have completed 350+ transactions with over $1.6 billion total assets under our administration.

ESOP vs. 401k: An Introduction

February 10, 2022

Ever since the establishment of the first ESOP in 1956, employee ownership has become a valuable tool for attracting and retaining top-tier talent that is loyal and vested in the success of the companies that hire them. In fact, many companies offer ESOPs in conjunction with a secondary retirement plan, such as a 401k. Offering retirement benefits such…

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