Free Self-Assessment: Is Your ESOP Administration Provider Meeting Your Needs?


Is the level of service and oversight being provided by your third-party administrator (TPA) adequate enough to keep you out of trouble?  Answer these questions, hit “submit” and you’ll see if you’re partnered with a provider that’s adding value to your ESOP experience!

To have your answers above handy, print a copy of this screen BEFORE submitting the form. A copy of your results will also be emailed to you shortly after you click Submit.