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2018 ASPPA Eastern Regional Conference - Philadelphia

Posted by Blue Ridge ESOP Associates

Apr 25, 2018 11:05:55 AM

The annual ASPPA Eastern Regional Conference is being held this week in Philadelphia, PA. Tom Roback will be moderating the following session on Thursday, April 26 from 1:05-2:20 p.m.

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Topics: Plan Design

Heart of America's Annual Spring St. Louis ESOP Seminar

Posted by Blue Ridge ESOP Associates

Apr 24, 2018 5:32:21 PM

The Heart of America's annual spring St. Louis ESOP seminar is tomorrow! At this conference, you will have the opportunity to hear Anthony Brunsvold co-present at "The Great Debate: ESOP Sustainability" from 11:00 a.m. to 12:00 p.m. Hot topics that bring challenges to the management of ESOP companies will be discussed with suggested strategies that might help such challenges as distribution policy, repurchase methods, funding strategies and releveraging.
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Topics: Repurchase Obligation, Distributions, Conferences

2018 Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 17, 2018 11:19:28 AM

2018 Employee Ownership Conference in Atlanta

Are you attending the conference this week? Stop by our booth and enter your business card for a chance to win an Amazon Echo Dot (2nd Generation). Our Blue Ridge professionals will be speaking in the following sessions. 

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Topics: Ownership Culture, Distributions, Conferences, Audits, Releveraging your ESOP, Year-End Valuation

The ESOP Association & Dolores Lawrence

Posted by Blue Ridge ESOP Associates

Apr 2, 2018 1:05:31 PM

We are pleased to announce that effective May 1, 2018, Blue Ridge ESOP Associates' Managing Director, Dolores Lawrence, will be the Chair of the Advisory Committee on Administration for The ESOP Association. Ms. Lawrence has over 29 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs and 401(k) plans.  She also has a tax and accounting background, is a CPA and holds the QKA designation from ASPPA.She is a frequent speaker at regional and national ESOP conferences.
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Blue Ridge Professionals at Spring Conferences Nationwide

Posted by Blue Ridge ESOP Associates

Mar 20, 2018 4:15:51 PM

This week, Blue Ridge ESOP Associates professionals will be speaking at multiple conferences. If you're attending one of these, please make sure you say "hello" to one of our professionals attending the conference.

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Topics: ESOP Administration, Conferences

March ESOP Madness:  Ready to Make the Most of Your Annual Participant Statements?

Posted by Blue Ridge ESOP Associates

Mar 13, 2018 4:12:22 PM

The following article has been provided to Blue Ridge ESOP Associates, courtesy of Workplace Development.  It’s time to sharpen your pencil and fill out your March Madness bracket. While we can offer no assistance on the NCAA Tournament – our brackets will be ruined at the end of day one too – we can help you with another important event:  your annual ESOP statement distribution process. Here are six suggestions to make the most of this great opportunity to communicate your plan’s benefits, engage employees as owners and build your ESOP culture.

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Representative Dave Brat - Sponsors HR2092

Posted by Blue Ridge ESOP Associates

Dec 13, 2017 10:25:50 AM

Thank you, Congressman Dave Brat, for speaking at The ESOP Association Mid-Atlantic Chapter in October and for sponsoring the pro-ESOP bill HR 2092 yesterday! Has your company hosted a Congressional Site visit to promote employee ownership? Is your Congress representative also a cosponsor? Find out here.
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Vegas Time

Posted by Blue Ridge ESOP Associates

Nov 7, 2017 12:28:44 PM

Going to The Las Vegas ESOP Conference & Trade Show this week? We want to see you...check out the following locations where you can visit us:
 
The Booth - stop by and drop off your business card and enter to win a Lizzy James gift card. There will be three drawings and all winners will be announced via our Twitter page! While you're there, talk with one of our team members about managing your ESOP & 401(k) the Smart Way.
 

"Who wants to be a Millionaire?"
Thursday, 8:40 a.m.
 
"ESOP Administration: Part 1 (Basic)"
Thursday, 8:40 a.m.
 
"ESOP Distributions: Part 1 (Basis)"
Thursday, 2:50 p.m.
 
"ESOP Distributions: Part 2 (Advanced)"
Thursday, 4:00 p.m.
 
"Segregation of Terminated Participant Accounts"
Friday, 2:00 p.m. 
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Capital Trustees Podcast Interview with Tom Roback

Posted by Blue Ridge ESOP Associates

Oct 23, 2017 4:14:56 PM

A special thanks to Brad Keisling of Capital Trustees, LLC, for having Tom Roback on  The ESOP podcast.  Tom was able to share more about ESOP plan administration and ESOP and 401(k) recordkeeping services. Take some time and listen here to learn more.

Photo Credit: Capital Trustees, LLC

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Topics: ESOP Administration

Lunch Seminar: Cybersecurity in the Retirement Plan World

Posted by Blue Ridge ESOP Associates

Oct 3, 2017 10:00:00 AM

Blue Ridge invites you to join us at the next Central Virginia Employee Benefits Council (CVEBC) lunch seminar in Richmond, VA, on October 18th – 12:00-1:30 at Williams Mullen downtown. Duane Gran, our Director of Information Systems, will be covering the topic “Cybersecurity in the Retirement Plan World”. Employers put tremendous trust in their third party administrator to safeguard sensitive employee records.  In this interactive discussion learn about the questions you should ask of your TPA to hold them to a high standard for IT Security.

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Experience the Leader in Personalized ESOP & 401(k) Administration

Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

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