TPA (Third Party Administration)

TPA (Third Party Administration), Consultants & Advisors

Amber Lloyd - Retirement Management Services LLC

TPA (Third Party Administration) in Louisville, KY

Amber Lloyd, the owner and Managing Member of RMS, is a native of Louisville, Kentucky.  She is a seasoned consultant with 20 years of experience in the employee benefits field.  Over the years, s...

Dan Markowitz - Boulay

TPA (Third Party Administration) in Eden Prairie, MN

Dan is the leader of Boulay’s ESOP practice. He specializes in audit and other financial reporting engagements for public, private and ESOP-owned clients in a variety of industries including retail, engineering, professional services, real estate, and manufacturing and distribution. Dan ...

For Your ESOP, Third Party Administration You Can Trust

Certain companies, usually large and well-financed corporations, have the funds to hire expert in-house ESOP administrators to manage their employee share ownership plan. However, it's a rare company that can keep up with the changing regulations involving every aspect of ESOP administration through its own staff alone. Most medium and small businesses find it necessary to resort to third party ESOP administration on a regular basis, to ensure compliance and proper accounting.

For such a business, it can be tricky to find a reliable third party administrator who is sufficiently engaged with ESOPs and their clients, and stays current both with new regulatory developments and the evolution of the ESOP itself. Many companies that have gone through administration transitions have horror stories to tell about advisors who failed to stay on top of paperwork, didn't ensure full compliance or were impossible to reach on time. This is why, on this website, we have gathered the cream of the crop ESOP third party administrators who have always gone the extra mile for their clients, and whose services come highly recommended by all the companies whose accounts they have handled.

Whether you are considering being an ESOP, or are an ESOP, there are times when a business needs a good advisor that they don't already have.  Our TPA and other categories represent the best advisors we could find.  Our ESOP Advisors have been checked and vetted to assure business owners and their advisors that the person they are looking at is competent, trustworthy and respected in the ESOP Community.  There are hundreds of Advisors out there offering ESOP related advice, but we have invited only the few who REALLY do many ESOPs to be placed on this site.  As you look at the maps, you will see different colors or levels of pins on the page.  Those pins in Blue or Red have financially participated in this website to assure the reader that they are committed to ESOPs, are continually educated themselves to keep up with the ever changing laws and practices, and want you to know they are equally committed to helping you with your ESOP or company issues.  The Blue and Red pins also represent they have exposed themselves to the condition of having their references checked and shared with you.  The staff at ESOP Marketplace check the references by calling and interviewing them, and then asking them to rate the participant on a scale of 1-5, 5 being the highest rating.  Knowing more about an advisor before you select them will help reduce, but not eliminate the risks of hiring a professional ESOP Advisor.  Our Advisors and Users agree to our terms and conditions by using our family of websites.