ESOP Consulting and Administration Solutions Provider
Oshkosh, Wisconsin Area
- Education
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- University of Wisconsin-Eau Claire
- Connections
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72
connections
- Industry
- Financial Services
- Websites
Aaron Juckett’s Summary
ESOP consultant and the founder of ESOP Insourcing LLC, an ESOP consulting and administration firm dedicated to providing ESOP companies with a first-class ESOP experience.
16 years of management and professional experience, including 12 years in the ESOP industry, providing implementation and ongoing administration and consulting services to hundreds of ESOP companies (including members of the NCEO Employee Ownership 100), developing ESOP information systems, and auditing qualified retirement plans.
Frequent speaker on a variety of ESOP topics. Involvement in the ESOP Association includes serving as a Chapter Officer for the Wisconsin Chapter and membership in the Ownership Culture Committee.
Author of The One-Stop ESOP Blog (www.onestopesopblog.com), a blog dedicated to providing ESOP companies and professionals with a single location on the Web to find all of their ESOP information, and ERISA Rules and Regulations (www.erisarulesandregulations.com), a blog dedicated to helping ESOP companies and professionals stay current on the ever-changing retirement plan rules and regulations.
Prior to founding ESOP Insourcing, shareholder of BCI Group and manager of the Principal Financial Group’s ESOP department.
Professional Designations:
* Certified Public Accountant (CPA)
* Certified Pension Consultant (CPC)
* Qualified Pension Administrator (QPA)
* Qualified 401(k) Administrator (QKA)
Aaron Juckett’s Specialties:
* ESOP administration
* Repurchase obligation forecasts
* ESOP and KSOP feasibility, plan design, and implementation
* Distribution plans and policies
* Compliance testing and review for all qualified plans (including 409(p) issues)
* Plan document review and analysis
* Employee communication and training services
