

Backed by expert technical support, our web-based ESOP software is easy to use and offers:
Cost-effectiveness
Model as many studies and scenarios as you want
Flexibility
Explore a wide array of alternative strategies
Independence
Work on your own without consultants
Actionable information
Make informed decisions
Convenience
Update in real-time
Prepare a robust forecast of repurchase obligations for up to 40 years
Understand ESOP repurchase alternatives
- Funding strategy
- Distribution policies
- Recycling, redeeming, or releveraging shares (or a combination)
Stress test your funding strategy
Understand the impact of different strategies on specific participants and analyze participant benefit levels
Get presentation-ready reports and graphs
24/7 access
Log in and use our ESOP forecasting software anytime from anywhere.
Setup
Basic setup of your first study including census and basic plan provisions.
Training
Access to our periodic live training webinars and our robust training library.
Support
Unlimited basic technical support via phone and email.
We offer customized services to help you as you learn and grow more proficient with Telescope, including:
Telescope enhanced tech support
We can do any part of your study for you (e.g. prepare your census upload file, perform analysis of historical turnover, create additional scenarios, etc), or offer custom training by the hour.
Telescope study set up
We can set up your complete study so that you can easily run projections.
Telescope study audit
Want to be sure that your study is set up properly? A study audit can give you that confidence.
Telescope Group Training Class
Work through the process of performing a repurchase obligation study from start to finish with the benefit of guidance in a small classroom setting.
We can prepare an independent repurchase obligation study where we’ll help you develop assumptions, analyze results, and identify strategies for managing and funding the repurchase obligations.
Using our Telescope software, we prepare robust forecasts of future repurchase obligations.
See how Principal® could help you reach your unique goals.
Email: esopinfo@principal.com
Telephone: 833-201-0141