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SUSTAINABLE RESULTS.

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Why SES ESOP Strategies?

Founded by the industry’s leading ESOP professionals, we deliver a customized, multidisciplinary approach to helping our clients achieve their goals for their ESOPs. See how we work.

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Working With SES

From Start To Finish

Steps for Implementing an ESOP

Ready to enjoy the benefits of employee ownership? We'll take you through the entire process. Let us help you get started.

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Established ESOPs

Do You Already Have an ESOP?

We've been managing ESOPs for 30 years, long before they were fashionable. You'll notice the difference immediately.

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News and Events

Company News

BUSINESS EXPERTise: Finance/Tax

August 1, 2018 By: Edward C. Renenger and Mark B. Russell Pennsylvania Chamber of Business & Industry: Catalyst Q: Why Might an Owner Sell …

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Company News

Client Update: Top Heavy Testing Basics

A plan is top heavy when more than 60% of the account balances as of the “determination date” are attributable to “key” employees. …

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Company News

How Plan Design Affects Repurchase Liability

When an ESOP is implemented, it is common for the distribution provisions in the plan document to follow the ESOP specific distribution rules …

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News

How to Handle Rehired Employees

When a Plan participant who had previously terminated employment is rehired, questions inevitably arise. When is an employee eligible to actively participate again? …

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Client News

ESOP Diversification: What Is It and What Is Required?

Section 401(a)(28)(B) of the Internal Revenue Code creates a requirement for ESOPs holding employer securities to allow for the diversification of a participant’s stock account once they become a Qualified Participant.

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Client News

What Do You Mean By “Year”?

When someone says “Happy New Year” or “have a good year”, most of us do not stop to think what that means. We …

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Knowledge Center

Just Starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our free Knowledge Center will get you up to speed.

Fiduciary Issues

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Can an S Corporation Adopt an ESOP?

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How Do I set Up an ESOP?

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Are ESOPs Expensive to Set Up and Administer?

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How Does the ESOP Benefit the Stockholders?

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News and Events

BUSINESS EXPERTise: Finance/Tax

August 1, 2018 By: Edward C. Renenger and Mark B. Russell Pennsylvania Chamber of Business & Industry: Catalyst Q: Why Might an Owner Sell …

SES icon

Knowledge Center

Just Starting with Employee Ownership? The key to successful business is knowing what you don’t know. Our free Knowledge Center will get you up to speed.

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Fiduciary Issues

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Do I Lose Control Of The Company In An ESOP Transaction?

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Who Are ESOP Fiduciaries and What Are Their Responsibilities?

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Are ESOP Accounts Required to Be Fully Invested in Company Stock?

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Can an S Corporation Adopt an ESOP?

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How Do I set Up an ESOP?

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Are ESOPs Expensive to Set Up and Administer?

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How Does the ESOP Benefit the Stockholders?