Blue Ridge ESOP Associates Industry News

Melanie Ebert

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Year-End Annual Request Process Enhanced

Posted by Melanie Ebert

Dec 19, 2017 3:00:00 PM

Providing accurate, detailed information is crucial for preparing required annual compliance testing and allocations to participants.  Blue Ridge has enhanced the client experience for our annual request for information to aid our clients in this annual requirement and have streamlined our year-end data request for a more user friendly experience. In addition, we’ve programmed our system to allow you to view the prior year responses to our questions for an easy comparison of information.  For those questions that have not had any changes you will easily be able to convert information from the prior year into the current year fields.   We hope this simplifies providing information each year.

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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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