SES ADVISORS, INC.
TAMPA, FLORIDA

SES Advisors was hired to consult for an ESOP company’s 401(k) plan. The ESOP company had specific items it wanted to incorporate into the 401(k) plan: Provide full revenue disclosure of fees SES Advisors worked with the current 401(k) provider to disclose current 12b-1, Sub TA, shareholder and other internal fees Consulted with the company to review the current investment options to streamline the fund lineup to make it easier for the employees to understand Reviewed all the options available under the current provider that were appropriate for the Qualified Designated Investment Alternative and changed the default option from cash to a balance fund Reviewed eight providers that could offer the services that the client was looking for in its dream 401(k) plan Reviewed the results with the client and the current 401(k) provider; current provider could not provide all the services that the client was requesting and the RFP found other, less expensive 401(k) providers that could Reduced the expenses paid by the employees from 1.05% to 0.73%without adding expenses to the company Find out if an ESOP is a feasible option for your company. Let SES Advisors guide you through the process. Company Overview SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using Employee Stock Ownership Plans (ESOPs). Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes. Why SES Advisors Some Employee Stock Ownership Plan (ESOP) advisors offer one-size-fits-all solutions. Others sacrifice a company’s long-term prosperity for short-term results. As the preeminent provider of services throughout the ESOP life cycle, SES Advisors takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees. With expert guidance from SES Advisors, an ESOP can support an ownership transition that delivers sustainable benefits to all stakeholders. Others sacrifice a company’s long-term prosperity for short-term results. As the preeminent provider of services throughout the ESOP life cycle, SES Advisors takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees. With expert guidance from SES Advisors, an ESOP can support an ownership transition that delivers sustainable benefits to all stakeholders. With a cross-disciplinary approach that integrates legal, finance, banking, tax and ERISA expertise, SES Advisors delivers a full range of ESOP and 401(k) services: We help companies determine whether and how to establish and finance new ESOPs. We help companies manage follow-on transactions and evaluate and address mature ESOP issues. We provide ESOP and 401(k) administration services and manage a variety of reporting and compliance requirements. Fill out this short form to speak with an ESOP Expert from SES Advisors Find out if an ESOP is a feasible option for your company. Let SES Advisors guide you through the process. Company Overview SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using Employee Stock Ownership Plans (ESOPs). Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes. Why SES Advisors Some Employee Stock Ownership Plan (ESOP) advisors offer one-size-fits-all solutions. Others sacrifice a company’s long-term prosperity for short-term results. As the preeminent provider of services throughout the ESOP life cycle, SES Advisors takes a uniquely strategic and responsible approach that maximizes value for owners, their companies and their employees. With expert guidance from SES Advisors, an ESOP can support an ownership transition that delivers sustainable benefits to all stakeholders. SES Advisors is a specialist ESOP advisor firm, providing ESOP services to a wide range of clients. An employee stock ownership plan – ESOP – provides a company’s workforce with an ownership interest in the company. In an ESOP, companies provide their employees with stock ownership, often at no up-front cost to the employees. Shares are allocated to employees and may be held in an ESOP trust until the employee retires or leaves the company. SES Advisors helps companies establish and administer ESOP services. Sell Your Business How much is your business worth? Which exit strategy is the best fit for you, your company, your employees and your personal legacy? SES can help find the answers. If you are an executive at an employee stock ownership plan company, you likely need support with a number of ESOP-related challenges. SES ESOP Advisors offers services and expertise for every stage of the ESOP life cycle. HR administrators are continually challenged to address a range of compliance requirements. SES Advisors can help keep your company’s ESOP’s and 401k’s on track. SES Advisors is a national ESOP consulting firm that assists private business owners and their companies in planning their internal succession strategies using Employee Stock Ownership Plans (ESOPs). Our approach for assessing, structuring, transacting and maintaining ESOPs focuses on balancing the needs of the owners, company and employees to create successful, sustainable employee ownership outcomes. Thank you for your interest in contacting us. SES Advisors provides the nation’s best ESOP advisement, integrating the legal, financial, banking and tax expertise to effective employee stock ownership plan creation and management as well as experience in 401k planning and management solutions. Find out what we can do for you and your business today! Thank you for your interest in contacting us. SES Advisors provides the nation’s best ESOP advisement, integrating the legal, financial, banking and tax expertise