Next week is the Iowa-Nebraska ESOP Winter Conference in Omaha, NE, and there is still time to register here. Blue Ridge is pleased to be a sponsor for this conference. Stop by our table and let Chad Guzinski share with you the additional services we offer to help manage your ESOP & 401k the smart way. You will also have the opportunity to hear one of our professionals at the following session after lunch.
Basic ESOP Administration for New ESOPs
Scott Freund will be co-presenting with Jon Eden of Drake-Williams Steel. This session will cover basic administration topics for new ESOPs and how to educate and communicate them to employee owners. It will include topics such as eligibility, entry, vesting, distributions, and reading statements.