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

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Manage episode 338004221 series 2630259
Content provided by Ohio Employee Ownership Center and Ohio Employee Ownership Center. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ohio Employee Ownership Center and Ohio Employee Ownership Center or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

WE WANT TO HEAR FROM YOU: We are always looking for new employee ownership stories to tell. Please contact us with your story at [email protected]

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 338004221 series 2630259
Content provided by Ohio Employee Ownership Center and Ohio Employee Ownership Center. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ohio Employee Ownership Center and Ohio Employee Ownership Center or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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

WE WANT TO HEAR FROM YOU: We are always looking for new employee ownership stories to tell. Please contact us with your story at [email protected]

  continue reading

54 episodes

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