Custody solutions for ESOP plan providers.
As an ESOP plan provider, you have unique needs, especially when modifying or terminating an ESOP plan. As a leading alternative asset custodian, we’re here to help. Our custody solutions mean you can terminate or change your ESOP structure while ensuring your employees’ wealth remains at the center of the solution.
Your Trusted Partner for ESOP Transitions
Terminating or changing the structure of your ESOP plan shouldn’t be complicated. That’s why Pacific Premier Trust specializes in custody solutions that allow plan sponsors to alter or end a plan while employees maintain tax benefits by holding private stock in a tax-advantaged account.
Choosing Pacific Premier Trust to help your ESOP participants means you can count on:
- Unparalleled knowledge of the rules and regulations that govern owning alternatives, like private shares, in IRAs.
- Expertise to seamlessly handle individual or bulk transfers from ESOPs.
- A leading self-directed IRA custodian with nearly 40,000 unique assets under custody1.
- Flexible pricing based on your unique situation.
Is your ESOP plan seeking an independent trustee? Learn more about Pacific Premier Trust ESOP Transition Solutions.
1As of 03/31/2023.