Next week is the 2016 Mid Atlantic Chapter Spring Conference in Williamsburg, VA, 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 Tom Roback 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 the following professionals at this conference.
Dolores Lawrence and Jon Williams will be presenting this session along with Lisa Tilley of Corporate Capital Resources. This session will focus on the annual ESOP cycle, from planning to payment benefits. Do you and your service providers work with a timeline? Are there bumps along the road that delay the distribution of your participants' ESOP statements? Let's share tips for actively managing the cycle so it runs like a well-oiled machine. ESOP companies, bring your best tips. In this election year, we may vote your tip #1! It won't gain you fame and fortune - just lasting admiration from others.
