R.K. Schaaf Associates, Inc. (RKS) Services
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ESOP Administration
Because of our extensive experience and expertise in ESOP administration and recordkeeping services, RKS will provide confidence that your ESOP is operating in full government compliance and work with you in making your ESOP work for the benefit of both your Company and your employee owners.
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Online ESOP Access
RKS provides a state-of-the-art, secure and confidential web portal service to clients who request this added convenience. Our “permissions-driven” system allows you to customize who has access to what information, while presenting the information with your company’s logo, look and feel.
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Repurchase Liability Studies
RKS offers Repurchase Liability Studies ("RLS") to assist you in planning for future ESOP distribution obligations. As your employee base ages, the importance of having this knowledge for corporate finance planning becomes vital.
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401(K) Services
Whether you sponsor a stand-alone 401(k) Plan in addition to your ESOP or an ESOP with 401(k) plan features (KSOP), RKS can provide the record keeping services required to maintain the tax-exempt qualification and compliance of such Plans.
Free Tools and Resources
Take advantage of our free tools and resources.Loan Calculator
Current IRS Plan Limits
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