| Annual administration of any qualified plan is complicated and each succeeding tax act only adds to the complexity. A.B.R.C. has the experience and resources necessary to administer your ESOP and ensure government compliance. For a low, flat fee, A.B.R.C. will ensure you stay compliant with ESOP tax laws and maintain your tax-exempt status year after year.
A.B.R.C.’s ESOP Maintenance Program includes:
- Administrative Services
- Compliance Testing
- Valuation Services
- Legal Services
- Financial Analysis
Year-round consulting services are provided as part of our ESOP Maintenance Agreement.
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If your ESOP was designed and installed by another provider, call (480) 556-9928 to explore transitioning your ESOP to A.B.R.C. for ongoing maintenance.
Download a PDF of our ESOP Maintenance Services Overview
ESOP Maintenance Services is a trademark of A.B.R.C.
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