Management Consulting

Qualified plan consultant for ESOP companies

Qualified plan consultant for ESOP companies

by | Jul 31, 2012

Wendy Lankes is a principal for the firm of R.K. Schaaf Associates, Inc., and also serves as its Vice President. As a qualified plan consultant, she has been actively involved in the retirement benefits industry since 1985.          ...

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ESOP Recordkeeping and Consulting

ESOP Recordkeeping and Consulting

by | Jul 31, 2012

Sue Ledingham has been immersed in the qualified plan recordkeeping and consulting industry, focusing primarily on the unique technical aspects of employee stock ownership plans for over 35 years. Sue’s depth of knowledge starts with the preliminary feasibility...

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The advisors on ESOP Marketplace are dedicated to providing valuable advice to ESOPs and business owners considering the ESOP transition. The blog posts you find on ESOP Blog should not be taken as legal advice or as being specific to your company's situation. Please contact one of our ESOP advisors to discuss your particular circumstances!

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