Find Your Resource

This survey is designed to be sent out to employees (all or a select group) to provide feedback to the board and the CEO.

This policy statement, updated as of 2022, is meant to be sent to any potential buyer a board considers serious enough to want to respond to.

This document provides a list of all the data you need to send to a firm doing a repurchase obligation study.

These samples come from actual questions asked during a DOL audit.

This survey, adapted from one an NCEO member uses, asks employees what their concerns are regarding COVID-19 and the workplace, and how the company can better support them.

This sample plan administration committee charter was provided to us by ESOP-owned Smith Seckman Reid.

This sample RFP from an NCEO ESOP company member provides a detailed outline of the tasks that an auditor should perform in performing an annual plan audit, along with a sample table of the data the audit firm needs to know about the company.

This sample RFP includes dozens of useful questions in several categories.

This spreadsheet includes allocating earnings, expenses, purchases, and other items.