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Panel Proposals

Operational Excellence

The Foundation of a Successful ESOP Client-Third Party Administration Relationship

Wednesday, April 8, 2026
4:00 PM - 5:00 PM CDT
Location: Baird Ballroom G
CE: 1
CE Type: CPE, SHRM
Education Level: Novice
One of the most important parts of the operation of your ESOP is the administration. Often corporations will rely on a third-party administrator to take care of the daily administration of the ESOP. In this session, we will look at what makes a great client–TPA relationship both from a client and a TPA perspective.

Learning Objectives:

  1. Discover what actions can lead to a successful client–TPA relationship.
  2. Acknowledge obstacles in the administration process and discover ways to overcome these challenges.
  3. Outline ways to ensure the relationship remains strong if one or both contacts were to change.