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78: Third Party Administration and an Author Interview

We have a special double-header episode for you!

First, nationally recognized ESOP leader Tom Roback, CEP, QKA, of Blue Ridge ESOP Associates rejoins us for his second time on the podcast. We met at The ESOP Association’s National Conference in DC and discuss ESOP Third Party Administration and Recordkeeping.

Then, we have an interview with David Fitz-Gerald about his second book, “Wanders Far - An Unlikely Hero's Journey.” You’ll recognize this author’s name from ESOP world; David Fitz-Gerald is CFO of employee-owned Carris Reels and in his volunteer role just completed two years as chair of The ESOP Association.


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