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Separate or All-in-One TPA for ESOP and 401(k):

 Which is Best for You?

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Should your 401(k) TPA administer your ESOP, too?

An ESOP and a 401(k) are both qualified retirement plans, but they’re not one and the same.

Does the complexity of your ESOP demand specialized services? Is expert ESOP administration worth working with a separate vendor partner?

Investigate the pros and cons of “bundled” TPA services in getting the most out of all your benefits offerings, including:

  • Ensuring regulatory compliance
  • Adhering to best practices
  • Maximizing benefits of ESOP ownership culture
  • What is a KSOP
  • And more

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Is an ESOP right for you?

It’s free and easy to find out. Contact us to schedule your confidential, no-fee ESOP consultation today.