Michael Bertram

Senior ESOP Administrator/ESOP Partners

Mike is a senior ESOP administrator with ESOP Partners, an ESOP consulting and administration firm that provides an ESOP expert as a point of contact throughout the lifecycle of the ESOP. Mike has more than 15 years of experience in ESOP plan administration, wealth management, and accounting client services. Before joining ESOP Partners, Mike worked for Principal Financial Group and BCI Group (before being acquired by Principal Financial Group) as an ESOP Administrator.


Basic Administration: Timelines and Third-Party Administrator Requirements