Comprehensive Assistance You Can Count On
Employee Stock Ownership Plans (ESOPs) offer unique opportunities for business owners and employees alike—from tax advantages to fostering a strong ownership culture. Whether you’re managing an existing ESOP or considering one as part of your succession plan, Meaden & Moore is your trusted partner through every phase.
Are You Considering an ESOP?
In today’s regulatory environment, a strong focus from a firm in the benefits world is needed to navigate the complexity of ERISA, DOL, and IRS regulations surrounding benefit plans. If an issue were to arise with regulatory agencies, Meaden & Moore is fully qualified to represent your organization. We will work together as a collaborative team with you and your outside parties.
%20Compliance%20and%20Enhancing%20Internal%20Controls%20Thumbnail.jpg?width=595&height=842&name=Strengthening%20401(k)%20Compliance%20and%20Enhancing%20Internal%20Controls%20Thumbnail.jpg)
Strengthening Internal Controls for Employee Benefit Plan Compliance
Learn how targeted actions optimized the 401(k) plan’s compliance and strengthened its framework.
Your Comprehensive ESOP Partner
ESOP Companies
Meaden & Moore understands the accounting, tax, and business issues that at times can be a challenge to ESOPs, and recognize the distinct opportunities an ESOP provides to its employee-owners. As ESOP advisors, we keep our clients informed of current developments that affect ESOPs. We provide comprehensive internal training to assist our staff in becoming highly skilled business advisors.
Our services include audited, reviewed or compiled financial statements, tax planning and preparation, ESOP plan audits, assistance in applying ESOP accounting, employee communication and ESOP education consulting and management transition planning.
Companies Considering an ESOP
In addition to working with ESOP clients, we also help companies consider an ESOP structure. Our team will help you understand how an ESOP works, the benefits and risks of employee ownership, what the process looks like, and whether or not it’s right for you.
Our services include:
- Transaction Consulting and Assistance
- Review of ESOP Feasibility Study – Is It Right for Your Company?
Starting an ESOP? Do These Three Things First
Employee stock ownership plans (ESOPs) are a unique retirement plan that not only will provide for the participant at retirement but also gives the employee equity in the company.
A Boomerang Study in Benefit Plan Audit Success
Learn how to turn a challenging audit engagement into a successful opportunity by addressing complex transactions, effective communication, and a client-focused approach.
