Why You Should Use ESOP Corporate Resources, Inc.

1. Over two decades of experience in ESOPs.
2. Involved in the implementation of hundreds of ESOPs.
3. Use of the foremost ESOP attorney in the nation as counsel.
4. One of the largest national turn-key service for ESOPs in continual operation.
5. A complete "turn-key" operation for the client:
   • Strategic planning for the company and the ESOP.
   • Design and installation of the ESOP plan.
   • Preparation of ESOP Plan and Trust Documents.
   • Favorable IRS Letter of Determination.
   • Disclosure to employees through a Summary Plan Description (SPD).
   • Communications programs for the employees.
   • Liquidity study for the emerging repurchase liability with funding recommendations.
   • Financial consulting with corporate management and advisors.
   • Coordination with other plans: qualified and non-qualified.
   • Coordination of the functions of the plan with administrators, the Trustee and the independent stock appraisers and with corporate officers and the ESOP Committee.
6. Complete administration of the ESOP:
   • Compliance analysis for ERISA, TEFRA, DEFRA and REA.
   • Analysis of contributions, forfeitures and gains and losses for each participant's account.
   • Annual reports with complete year end accounting.
   • Preparation of annual employee's statements.
   • Computation of all distributions.
   • Preparation of all IRS and DOL reports.
   • Preparation of all reports to participants and beneficiaries.
7. Provide a continuing consultation resource to the client for the life of their ESOP.
8. Complete employee communication packages are available to develop an Ownership Culture with the employees and the ESOP.
9. Financing sources are available for leveraged ESOPs.
10. Specialized ESOP techniques for funding the emerging repurchase liability of the ESOP plus CHESOP, WRT, CRUT, CRAT, NIMCRUT and KSOP planning.