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Third Party Administrators - The Who, What, When, and Why
Season 3 · Episode 4

Third Party Administrators - The Who, What, When, and Why

Owners at Work

August 16, 202238m 55s

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Show Notes

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.

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Pete Shuler

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