Third Party Administrators - The Who, What, When, and Why Owners at Work
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- Entrepreneurship
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
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
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
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
38 min