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SERVICES WE PROVIDE

ESOP Corporate Resources, Inc. is a business consulting firm which offers programs designed for specialty compensation, retirement, and benefit services as well as liability funding and administration services. Our programs and services include:
CONSULTING

ESOPs
Management/Employee Buy-outs
Feasibility Studies
Repurchase Liability Studies
Acquisition Analysis
Actuarial Services
Benefit Plan Design
Executive Compensation Plans
Flexible Compensation Plans
Management Incentives
Retirement Plan Designs
CHESOPs
Termination Of Plans

 FUNDING

Benefits
Excess 415 Plans
Group Benefit Replacement
Insurance Carrier Selection
Investment Services
Non-Qualified Plan Funding
Post Retirement Medical
ESOP Repurchase Liability
Supplemental Income
401(k) Plans
Group Programs
Pension & Profit Sharing Rescue Plans
Stock Portfolio Protection Plans
Qualified Replacement Property Plans

ADMINISTRATION

ESOP Administration
Benefit Administration
Non-Qualified Administration
Pension, Profit Sharing Admin
FINANCING

Corporate Financing For:

Leveraged ESOPs
Expansion
Acquisition
Internal Funding


SERVICES

Charitable Plan Coordination
Employee Benefit Statements
Estate Planning
COMMUNICATION

Employees In ESOPs
Employees In Mergers
Employees In Acquisitions

NEGOTIATING CHANGES

Mergers & Acquisitions
Divestitures
Restructuring

  

 

Investments offered by representatives of and through Lincoln Financial Securities Corporation, a broker-dealer (member SIPC), and registered investment advisor. Lincoln Financial Securities Corporation and it’s representatives do not offer tax or legal advice. ESOP Corporate Resources, Inc. is not an affiliate of Lincoln Financial Securities Corporation.

 

Not all registered representatives with our firm are able to offer advisory services.
See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here. LFS-3553861-041921