Third Party Administrators - The Who, What, When, and Why
SUMMARY: In this episode we speak with Pete Shuler of Blue Ridge ESOP Associates and go into the mechanics of ESOP administration and talk about Third Party Administrators (TPAs) – what they are and do, why they do it, and how you as a plan administrator in your company can take steps to ensure your relationship with your TPA is strong, efficient, and useful.
SUPPORT THE SHOW: We make all episodes of Owners at Work free and never place them behind a paywall. But, they take time and money to produce. Consider making a DONATION today to help keep our work going.
GUEST INFO :
Pete Shuler…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.