ESOPAcess Custom Portals

The easiest way to manage your ESOP.

ESOPAccess is your online information hub for ESOP management at both the plan and participant levels. Whether your organization has 10 employees or thousands, ESOPAccess reduces your workload, so you can focus on what you do best.

Participants can:

  • Access and print account statements, reports, information, and announcements
  • View ESOP informational documents
  • Download and upload essential forms
  • Update personal and contact information

Plan Sponsors can:

  • Distribute paperless statements, reports, and updates
  • Offer and accept electronic forms
  • Create a fiduciary resource center
  • Manage plan participants

Quick Communication Exchange

With an ESOPAccess portal, you can streamline communication to your participants and enable employees to obtain their personal plan details—without requiring staff time to locate the paperwork, pull the data and provide the information.

24/7 Visibility

Once time consuming, employee inquiries and paperwork can be viewed online, printed, or downloaded 24/7. Centralized viewing means employees can access their personal participant accounts, annual statements, or even a searchable ESOP FAQ database for their basic questions.

Secure Vault in The Cloud

ESOPAccess is web-based, accessible with secure login information anywhere. There’s no special software to install, and no hardware to purchase. Just login with your company’s unique web address from your computer’s browser, and manage your ESOP in seconds. The easily navigable page layout and database include easy access to ESOP documents and the most recent contact information for plan participants. Think of your Focus Pension ESOPAccess portal as an online vault for all plan and individual documents.

Manage Participants

ESOPAccess lets you view and manage the participants in your organization instantly. When an employee leaves the company, or returns after a break from employment with the organization, there’s no need to complete complicated forms or fax sensitive information. Enable or disable employees as needed and the information comes straight to your Focus Pension team.

Purpose-built retirement planning begins here.