Blue Ridge ESOP Associates Industry News

Heart of America's Annual Spring St. Louis ESOP Seminar

Posted by Blue Ridge ESOP Associates

Apr 24, 2018 5:32:21 PM

The Heart of America's annual spring St. Louis ESOP seminar is tomorrow! At this conference, you will have the opportunity to hear Anthony Brunsvold co-present at "The Great Debate: ESOP Sustainability" from 11:00 a.m. to 12:00 p.m. Hot topics that bring challenges to the management of ESOP companies will be discussed with suggested strategies that might help such challenges as distribution policy, repurchase methods, funding strategies and releveraging.
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Topics: Repurchase Obligation, Distributions, Conferences

2018 Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 17, 2018 11:19:28 AM

2018 Employee Ownership Conference in Atlanta

Are you attending the conference this week? Stop by our booth and enter your business card for a chance to win an Amazon Echo Dot (2nd Generation). Our Blue Ridge professionals will be speaking in the following sessions. 

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Topics: Ownership Culture, Distributions, Conferences, Audits, Releveraging your ESOP, Year-End Valuation

The ESOP Association & Dolores Lawrence

Posted by Blue Ridge ESOP Associates

Apr 2, 2018 1:05:31 PM

We are pleased to announce that effective May 1, 2018, Blue Ridge ESOP Associates' Managing Director, Dolores Lawrence, will be the Chair of the Advisory Committee on Administration for The ESOP Association. Ms. Lawrence has over 29 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs and 401(k) plans.  She also has a tax and accounting background, is a CPA and holds the QKA designation from ASPPA.She is a frequent speaker at regional and national ESOP conferences.
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Blue Ridge Professionals at Spring Conferences Nationwide

Posted by Blue Ridge ESOP Associates

Mar 20, 2018 4:15:51 PM

This week, Blue Ridge ESOP Associates professionals will be speaking at multiple conferences. If you're attending one of these, please make sure you say "hello" to one of our professionals attending the conference.

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Topics: ESOP Administration, Conferences

Who Is Considered a Corporate Officer?

Posted by Kim M. Thompson

Mar 13, 2018 4:12:50 PM

In our annual year-end data collection process, we always ask our clients to confirm who their officers are. Sometimes our clients will ask us what it means to be an officer.  This article is intended to provide guidance on this important question.

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March ESOP Madness:  Ready to Make the Most of Your Annual Participant Statements?

Posted by Blue Ridge ESOP Associates

Mar 13, 2018 4:12:22 PM

The following article has been provided to Blue Ridge ESOP Associates, courtesy of Workplace Development.  It’s time to sharpen your pencil and fill out your March Madness bracket. While we can offer no assistance on the NCAA Tournament – our brackets will be ruined at the end of day one too – we can help you with another important event:  your annual ESOP statement distribution process. Here are six suggestions to make the most of this great opportunity to communicate your plan’s benefits, engage employees as owners and build your ESOP culture.

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March 2018 - IRS/DOL Corner

Posted by Dolores P. Lawrence, CPA, QKA

Mar 13, 2018 4:11:33 PM

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State Senate Bill Introduced in Maryland

Posted by Tom Roback, Jr.

Feb 9, 2018 11:05:07 AM

Thanks to Christopher Croft of the Maryland Center for Employee Ownership for his efforts in Annapolis to introduce this bill to eliminate capital gains taxes on the sale of a business to an ESOP, a qualifying employee benefit trust, or direct stock purchase plan.
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Topics: tax reform

ESCA Congressional Visit at Salem Distributing

Posted by ESCA

Feb 2, 2018 5:55:17 PM

We are pleased that Salem Distributing hosted their Congressional Rep. Virginia Foxx at their offices recently. Below are the highlights of the Congressional visit recapped by ESCA.

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Topics: Congressional Visits

The Importance of the ESOP Timeline

Posted by Ray Mazurowski

Dec 19, 2017 3:00:00 PM

It’s the start of a brand new Plan Year and my Blue Ridge Administrator is asking me to participate in an annual welcome call to discuss the timeline. Didn’t we just do this last year? Why does my Administrator keep pressing this matter? What is the importance? The answer to these questions is YES, the timeline is a very important tool in ensuring a successful administration process.

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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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