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

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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.

Guest Bios

Pete Shuler is VP-Senior Consultant at Blue Ridge ESOP and has 25+ years of experience administering and consulting on ESOPs and other qualified retirement plans. His current responsibilities include managing the administration of over 525 ESOPs; consulting with companies considering ESOP transactions; performing feasibility studies; consulting on the termination and merger of ESOPs; forecasting the impact of new legislation on ESOPs; and coordinating and reviewing repurchase liability studies. He has a Bachelor of Business Administration in Finance from the University of Notre Dame.

SPONSOR

The Owners at Work Podcast is brought to you with support from our Sponsors. This episode is sponsored by GBQ. GBQ is a full service tax, consulting and accounting firm headquartered in Columbus OH. GBQ provides a full range of ESOP services, including pre-ESOP planning, evaluation & formation services, ERISA compliance, and mature ESOP planning.

About the Podcast

The Owners at Work Podcast is a continuation of the biannual Owners at Work Newsletter which ran for 19 years (1990-2019). We are hoping to continue the same conversations and focus on providing updates on everything employee ownership. We plan to interview practitioners with expertise in different facets of employee ownership, academics doing new and interesting research, and most importantly, individuals who have a personal experience with employee ownership, including current and former employee-owners, mid-level to C suite management, and selling owners.

We Want to talk to YOU!

We want to produce a show that engages with relevant questions and provides practical lessons and information. We want this podcast to include the voices of those who practice employee-ownership each and every day. To that end we want to hear from you! We want to highlight what you are doing, whether you are an employee-owned company, a practitioner, or researcher.

***Please reach out via email: oeoc@kent.edu

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