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How does your Administrator stack up?
Is your Third Party Administrator an ESOP expert (e.g. an active member of The ESOP Association and National Center for Employee Ownership, 350+ ESOPS administered annually)?
Yes
No
Have you been audited by the DOL or IRS or performed an independent review of your plan administration to insure you are operating in accordance with your plan document?
Yes
No
Do you have a dedicated individual at your TPA to answer questions throughout the year, at no additional charge to you?
Yes
No
Does your TPA offer interactive online services for your: i) Participants (e.g. distribution and diversification processing, beneficiary elections); and ii) HR Director (e.g. summary of accounts by year, E-Consent, real-time reporting of TPA-processed distributions)?
Yes
No
Have you met your fiduciary responsibilities by comparing your current TPA's services to others in the last 36 months?
Yes
No
