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Capital Trustees Podcast featuring Blue Ridge ESOP Associates

Posted by Blue Ridge ESOP Associates

May 24, 2019 12:43:53 PM

Thank you Capital Trustees for hosting Tom Roback for your upcoming podcast which features Blue Ridge ESOP Associates. They recorded during the final day of the Annual Conference for The ESOP Association in Washington D.C. Here is a preview!
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Upcoming Conference: The 42nd Annual ESOP Association National Conference

Posted by Blue Ridge ESOP Associates

May 17, 2019 11:23:24 AM

Blue Ridge professionals, Tom Roback, Scott Freund and Dolores Lawrence, will be attending The 42nd Annual ESOP Association National Conference next week.

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Upcoming Conferences: NIPA Annual Forum & Expo & New England Chapter's CEO Conference

Posted by Blue Ridge ESOP Associates

Apr 26, 2019 9:52:58 AM

Blue Ridge is proud to be an exhibitor next week at NIPA's 2019 NAFE in San Diego, CA. Marie Sherlock and Bev Schoonover look forward to seeing you at our booth to show you the best services we offer for your ESOP & 401(k) Plans. The 2019 NIPA Annual Forum & Expo (2019NAFE), April 28 - May 1 in San Diego, is an event designed exclusively for retirement plan professionals. The 2019NAFE offers enriching, relevant, world-class education to enhance the services you provide to your organization's clients. Every year, this four day event helps attendees discover innovative solutions for strengthening and expanding their businesses.

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Upcoming Conferences: Heart of America & Ohio Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 19, 2019 9:59:57 AM

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Michigan ESOP Chapter's - Annual Spring Conference

Posted by Blue Ridge ESOP Associates

Apr 12, 2019 11:42:13 AM

Scott Freund and Chad Guzinski will be attending the Michigan 2019 Spring Conference next week in Lansing, MI. Scott will be a part of the panel for "Ask the Experts - A Technical Q&A for ESOP Management". If you are responsible for managing your company’s ESOP, then this is the session for you! Whether there is a technical issue you’ve been wondering about for months or there is something that came up in a breakout session during the conference, bring your question(s) to this session to get your answer(s). 
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Blue Ridge Professionals at Spring Conferences

Posted by Blue Ridge ESOP Associates

Mar 27, 2019 3:14:16 PM

Blue Ridge ESOP Associates is committed to staying active in the ESOP Community.  Several of our employees will be doing presentations and attending upcoming conferences this spring.

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Conferences This Week - New England Spring Conference, PA/Delaware Spring Conference & Southwest Chapter Spring Conference

Posted by Blue Ridge ESOP Associates

Mar 25, 2019 10:24:41 AM

Our Blue Ridge professionals will be attending multiple conferences this week.

On Monday, Jon Williams and Tom Roback are attending The New England Chapter Spring Conference in Burlington, MA. Jon shared more about ESOP 101 to help those who are new to the whole ESOP world and to give guidance to those who needed a refresher about the basics. The session highlighted how an ESOP works, why ESOP companies are so great, and what a company can do to make theirs better.

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Topics: Repurchase Obligation, ESOP Administration, Releveraging your ESOP

Conferences Preview - WI Spring Conference & Carolinas Spring Conference

Posted by Blue Ridge ESOP Associates

Mar 12, 2019 3:25:00 PM

At the Wisconsin ESOP Spring Conference this week, our Blue Ridge professionals, Beth Bauer and Pam Themar, will be speaking together about the "Administrative Top 10 Reasons your TPA gets Called". In this session, a discussion will be led on a list of hot topis that can occur through the life of an ESOP.

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Topics: Plan Design, Distributions

Conferences in Review - IL Spring Conference & Mid-Atlantic Spring Conference

Posted by Blue Ridge ESOP Associates

Mar 11, 2019 2:32:53 PM

At the Illinois ESOP Spring Conference last week, Kevin Rusch presented on a panel that reviewed the roles of "Trustees & TPAs". The panel was able to answer questions from basics like what do they do and why does your company need them to more complex such as share allocations and limiting liability. The purpose of the session was to help companies manage the day-to-day operations of their ESOPs.

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Topics: Plan Design, Distributions

New South Conference - Repurchase Obligation Studies

Posted by Blue Ridge ESOP Associates

Feb 28, 2019 1:09:44 PM

Today, Kevin Rusch presented "Repurchase Obligation Studies: How to Avoid Garbage In/Garbage Out" at the New South spring event today. The key to a successful Repurchase Obligation Study is the assumptions that are used. Assumptions regarding company value, future contributions/dividends rates, employee turnover rates, distribution policy provisions all play a key role in projecting future obligations. In this session, Kevin and co-presenter, Kelley Finnell of Executive Financial Services, discussed the selection of reasonable assumptions and considered how the three distribution methods (Recycling, Redeeming, and Releveraging) can be used to manage a company’s future repurchase cash flow obligations. The presentation  included case studies, planning tips, and audience participation.
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Topics: Repurchase Obligation, Distributions

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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