Next week is the Ohio/Kentucky Annual Spring Conference in Powell, OH, 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 one of our professionals at the following session before lunch.
Pam Themar will be the moderator. This session will focus on topics faced by many mature ESOPs, including strategies to make sure new employees receive shares in the ESOP, the difference between recycling and redeeming shares and the impact of each on participants' balances and company value. Rebalancing, early diversification, re-leveraging, and plan termination will be discussed.
