34th Annual Ohio Employee Ownership Conference update

Professional Member Directory

Principal Financial Group

11100 Wayzata Blvd., Suite 405
Minnetonka
MN
651-302-8218https://landing.principal.com/esop-why-principal
Key Contacts:
Joel Davis
Services Offered:
● 
Communication
● 
ERISA Matters
● 
ESOP Administration
● 
ESOP Buyout
● 
ESOP Plan Design
● 
Feasibility Studies
● 
Management (Consultant to)
● 
Ownership Culture
● 
Repurchase Obligation
● 
Repurchase Obligation Software
● 
Succession Planning