Blue Ridge ESOP Associates Industry News

Blue Ridge ESOP Associates

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New South & Carolinas Chapters Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 19, 2017 10:00:00 AM

If you're attending the New South & Carolinas Chapter Fall ESOP Conference this week, make sure to find Tom Roback who will be happy to discuss with you what services Blue Ridge offers to manage your ESOP & 401k the smart way. You will have the opportunity to hear Dolores Lawrence speak about some Hot Topics in the ESOP Community. Renee Stadtmueller will also be presenting about "Diversification - Trends Beyond Statutory Requirements".
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2017 Southwest ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 18, 2017 10:00:00 AM

The Southwest Chapter 2017 Fall Conference will be September 29, 2017. Due to Hurricane Harvey, the location has been moved to the Omni Fort Worth Hotel, and you can register here At this conference you will have the opportunity to hear Kevin Rusch speak about "Mature ESOP Issues: Rebalance, Reshuffle, Recyle and Redemption" which will focus on the 4 "R's", reviewing definitions as well as practical application and numerical examples of how the provisions work as well as impact on repurchase obligation.
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Topics: Repurchase Obligation, ESOP Administration, Conferences

2017 Northwest ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 15, 2017 2:00:00 PM

The Northwest Chapter 2017 Fall Conference will be September 28-29, 2017 in Portland, OR. At this conference, stop by our table to visit with our business development representative, Marie Sherlock. On Friday morning, you will have the opportunity to attend a roundtable discussion led by Randy Shrake.
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Topics: ESOP Administration, Conferences

Upcoming 2017 Fall Conferences

Posted by Blue Ridge ESOP Associates

Sep 14, 2017 11:34:56 AM

Upcoming Technical Presentations
by Blue Ridge Professionals
 
2017 Fall ESOP Conference - Nashville, TN (Sold Out) 
New South & Carolinas Chapter of The ESOP Association
September 20-21,2017
"Hot Topics"
" Diversification - Trends Beyond Statutory Requirements"
Northwest Chapter of The ESOP Association
September 28-29, 2017
Roundtable Discussions  
Southwest Chapter of The ESOP Association 
September 29, 2017 
"Mature ESOP Issues: Rebalance, Reshuffle, Recycle and Redemption
   
NCEO     
October 3-4, 2017
"ESOP Distribution and Diversification Practices"
New England Chapter of The ESOP Association
October 5-6, 2017
"Diversification - Understanding its Dynamics & Impacts to Employee Owners"
    
California/Western States Chapter of The ESOP Association
October 11-13, 2017 
Roundtable Discussion: Administration Issues 
 
Mid-Atlantic Chapter of The ESOP Association 
October 26-27, 2017 
"Rebalancing, Reshuffling & Re-leveraging"  
The ESOP Association
November 9-10, 2017

"ESOP Jeopardy"
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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Communicate the ESOP Advantage to Recruit and Retain Employees

Posted by Blue Ridge ESOP Associates

Sep 8, 2017 2:00:00 PM

The US economy added 209,000 jobs in July, dropping the unemployment rate to 4.3%, the lowest level in sixteen years. It’s no secret that it’s getting more difficult to recruit and retain employees. Employee ownership gives you a clear advantage against the competition, but only if you effectively communicate its benefits to current and potential employees.

Here’s three practical ideas you can integrate into your written, electronic, video, and face-to-face communications to gain the employee ownership’s recruitment and retention dividends.

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Topics: ESOP Communications

2017 Multi-State ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 6, 2017 4:41:03 PM

The 2017 Multi-State Conference - PA/DE and NY/NJ Chapters will be September 13-15, 2017. Due to high demand, you must act quickly as registration will close this Friday, September 8. At this conference, stop by our table to visit with our professionals. You will have the opportunity to hear Jon Williams speak Thursday morning about "Basic ESOP Distribution Rules" which will provide attendees a refresher course in the options and requirements for making distribution payments. You will also have the opportunity to hear Renee Stadtmueller speak Thursday afternoon regarding "How a Repurchase Obligation Study Can Help You Optimize your ESOP" which will discuss how you can use the repurchase study tool to help you make educated decisions as you develop your strategy for managing the ESOP.
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Topics: ESOP Administration, Distributions, Conferences

NCEO Webinar: Handling the Repurchase Obligation: Forecasting

Posted by Blue Ridge ESOP Associates

Aug 23, 2017 1:25:00 PM

The National Center for Employee Ownership hosts live webinars throughout the year for ESOP companies. Blue Ridge ESOP Associates' professional, Kevin Rusch, will be presenting next Wednesday, August 29.

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Topics: Repurchase Obligation

NCEO: The Oconomowoc ESOP Nuts and Bolts Seminar

Posted by Blue Ridge ESOP Associates

Aug 18, 2017 4:58:00 PM

Come to the ESOP Nuts and Bolts seminar Tuesday, August 29th in Oconomowoc, Wisconsin. 

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2017 Midwest ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 16, 2017 4:21:51 PM

The 2017 Midwest ESOP Conference will be September 7-8, 2017. Due to high demand, you must act quickly as registration will close this Friday, August 18. At this conference, stop by our booth to visit with our professionals. You will also have the opportunity to hear  Pam Themar speak at the session ESOP Essentials: Basic ESOP Administration which will cover the basic overview of plan administration; covering eligibility, allocation activity, vesting requirements, compliance testing, distributions and reporting requirements.
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Topics: ESOP Administration, Distributions, Conferences

Heart of America's 18th Annual Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 16, 2017 12:39:47 PM

The Heart of America's 18th Annual Fall ESOP Conference is coming up next week! There is still time today to register with the early bird discount here. At this conference, you will have the opportunity to hear Anthony Brunsvold present at one of the sessions about The "4 R's" ~ Reshuffling, Redeeming, Rebalancing & Releveraging. In this advanced session, experienced practitioners will explain the mechanics and consequences of the "4 R's".
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Topics: Distributions, Dividend Rules, Diversification, Conferences