ESOP Plan Administration: Rebalancing and Reshuffling

We explore the pros and cons of account segregation and account rebalancing.

Two of SES Advisors’ most senior ESOP Plan administrators explore the pros and cons of account segregation and account rebalancing. Segregation allows the plan to convert the shares of terminated participants to other investments. Rebalancing provides a source of shares for new participants. Find out if either of these ESOP Administration services may work for your plan.

Presented by Brian D. Wurpts, Principal & Vice President and Diane Fanelli, Principal & Senior ESOP Administrator
Please note: There is no audio for the last few minutes of the presentation. Please contact Brian or Diane if you would like more information.