Online ESOP Access
- MyESOPBenefits™ is a confidential, customizable client portal developed to make your job easier. It allows you to control that which you delegate as well as those records accorded the strictest privacy protection. We’ve also automated your ability to keep your employees continually informed as to the value of the ESOP and enabled a secure channel to transfer reports, forms and other required disclosures. It is customized to your desires. MyESOPBenefits™ can even be a button on your corporate web sited branded with your logo and messaging.
EXECUTIVE ACCESS:
MyESOPBenefits™ allows you to determine which key people at your company have access to confidential items such as allocations reports, participant statements and other sensitive documents. You can also designate service providers (such as accountant or appraisal firm) to have access so they can review plan related items you upload. You have the control. Imagine the convenience of having a single location for all of your ESOP documents. The website will comply with the strictest privacy laws as they change over time.- Plan and Trust documents and amendments
- Employee census
- Allocation reports
- Stock release and loan amortization
- Government filings
- and more...
You determine who has password-protected access to this level of information.
PLAN PARTICIPANT ACCESS:
In addition to Executive Access, MyESOPBenefits™ will provide your employees with easy access to information they are not only entitled to receive, but also communication that can enhance their awareness of the ESOP. Basic information available typically includes:- Summary Plan Description
- Beneficiary Designation Form
- Annual Participation Statements
- Summary Annual Reports
- Trust Investment Information
- Plan Distribution Policy
- Distribution Forms
- and more...
Corporate newsletters or updates that are branded with your logo can also be posted at this site. We also avail several ESOP resource links you might want to provide to your employees.