Menke and Associates

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ESOP Pros and Cons
OUR SERVICES
Installation
Communications
Administration

Installation. Menke & Associates, Inc. is the most active firm in the country in the design and installation of ESOPs. The firm, founded in 1974, is also one of the oldest in the industry, and its principal activity is the design and administration of ESOPs. In addition, the firm's principal, John D. Menke, has been involved in the design and installation of ESOPs since 1968.

Menke & Associates, Inc. provides all services, in-house. As a result, the total fees charged by Menke & Associates, Inc. are often substantially less than the fees charged by other firms which subcontract for each of the requisite services.

Communications. It is important that the plan be properly and effectively communicated to participants if the plan is to have the desired effect on motivation and productivity. Menke & Associates, Inc. has over twenty years of experience in the preparation of employee communications programs. In addition to the preparation of employee booklets, we conduct color-slide presentations which are presented to employees in small groups. These color-slide presentations have been developed over a number of years and are tailored to your particular plan provisions

Administration. The annual administration of an ESOP is somewhat more complex than a pension or profit sharing plan. Accordingly, Menke & Associates, Inc. administers all ESOPs on our own in-house computers, utilizing our own internally developed software. Consequently, we are able to administer any type of ESOP, regardless of how unique or unusual it may be.

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