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

Owners at Work

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2y ago 38:55

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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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GUEST INFO :

Pete Shuler

Linkedin: https://www.linkedin.com/in/pete-shuler-5631044

Phone: +1 614 280 5208
Email: pshuler@blueridgeesop.com.

WE WANT TO HEAR FROM YOU: We are always looking for new employee ownership stories to tell. Please contact us with your story at oeoc@kent.edu

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