Administration Proposal Request

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Please complete all applicable entries, and hit the submit button at the bottom of the page. One of our Managing Directors will contact you shortly thereafter to discuss how ESOPs are designed and how they may be useful to your situation. For the last four questions A, B, C, and D please rank in order of importance from 1 to 4.

Name*
First Last
Company*
Job Title*
Email*
Mailing Address*
Street Address Address Line 2 City ZIP Code
STATE*
Phone Number*
Extension
Plan Type*
Number of Participants*
Type of Corporation*
Is the ESOP currently leveraged?*
Does the ESOP hold more than one class of stock? (i.e. voting, non voting common, preferred, etc.) ?*
Are contributions allocated based upon compensation?*
What other plans do you sponsor? (e.g. 401k, defined benefit, etc.) ?
I am particularly interested in the following aspect(s) of ESOPs:*
- Administration
- Employee/Participant Meetings
- On-line Access
- Repurchase Liability Studies
- 409(p) Certifications