ESOP Administration, Consultants & Advisors

Dan Markowitz - Boulay

ESOP Administration in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...

Amber Lloyd - Retirement Management Services LLC

ESOP Administration in Louisville, KY

Amber Lloyd, the owner and Managing Member of RMS, is a native of Louisville, Kentucky.  She is a seasoned consultant with 20 years of experience in the employee benefits field.  Over the years, s...

ESOP Administrators Who Save Money and Reduce DOL Audit Issues

A company ESOP plan can be a great employee benefit. Studies show that it has a significant positive effect on employee morale, and can help improve executive retention. Furthermore, companies that have implemented an ESOP plan are, on average, more profitable and have higher revenue than companies under traditional ownership.

ESOP is a great way for a retiring business owner to transfer company ownership to family members or loyal employees. However, ESOP administration is an extremely complex field, and it's almost impossible for a novice to navigate. Hiring an ESOP administrator who has the knowledge, expertise and attention to detail to help you make the right choices at every decision point can make the difference between success and failure.

We have set up this website to help business owners find trustworthy and knowledgeable ESOP advisors who have proven themselves both in the process of planning and structuring an ESOP, and ensuring compliance and sound management over the course of its existence.

Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our Administration and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.

What is an ESOP?