Blue Ridge ESOP Associates Industry News

2017 Southwest ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 18, 2017 10:00:00 AM

The Southwest Chapter 2017 Fall Conference will be September 29, 2017. Due to Hurricane Harvey, the location has been moved to the Omni Fort Worth Hotel, and you can register here At this conference you will have the opportunity to hear Kevin Rusch speak about "Mature ESOP Issues: Rebalance, Reshuffle, Recyle and Redemption" which will focus on the 4 "R's", reviewing definitions as well as practical application and numerical examples of how the provisions work as well as impact on repurchase obligation.
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Topics: Repurchase Obligation, ESOP Administration, Conferences

2017 Northwest ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 15, 2017 2:00:00 PM

The Northwest Chapter 2017 Fall Conference will be September 28-29, 2017 in Portland, OR. At this conference, stop by our table to visit with our business development representative, Marie Sherlock. On Friday morning, you will have the opportunity to attend a roundtable discussion led by Randy Shrake.
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Topics: ESOP Administration, Conferences

2017 Multi-State ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 6, 2017 4:41:03 PM

The 2017 Multi-State Conference - PA/DE and NY/NJ Chapters will be September 13-15, 2017. Due to high demand, you must act quickly as registration will close this Friday, September 8. At this conference, stop by our table to visit with our professionals. You will have the opportunity to hear Jon Williams speak Thursday morning about "Basic ESOP Distribution Rules" which will provide attendees a refresher course in the options and requirements for making distribution payments. You will also have the opportunity to hear Renee Stadtmueller speak Thursday afternoon regarding "How a Repurchase Obligation Study Can Help You Optimize your ESOP" which will discuss how you can use the repurchase study tool to help you make educated decisions as you develop your strategy for managing the ESOP.
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Topics: ESOP Administration, Distributions, Conferences

2017 Midwest ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 16, 2017 4:21:51 PM

The 2017 Midwest ESOP Conference will be September 7-8, 2017. Due to high demand, you must act quickly as registration will close this Friday, August 18. At this conference, stop by our booth to visit with our professionals. You will also have the opportunity to hear  Pam Themar speak at the session ESOP Essentials: Basic ESOP Administration which will cover the basic overview of plan administration; covering eligibility, allocation activity, vesting requirements, compliance testing, distributions and reporting requirements.
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Topics: ESOP Administration, Distributions, Conferences

Heart of America's 18th Annual Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 16, 2017 12:39:47 PM

The Heart of America's 18th Annual Fall ESOP Conference is coming up next week! There is still time today to register with the early bird discount here. At this conference, you will have the opportunity to hear Anthony Brunsvold present at one of the sessions about The "4 R's" ~ Reshuffling, Redeeming, Rebalancing & Releveraging. In this advanced session, experienced practitioners will explain the mechanics and consequences of the "4 R's".
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Topics: Distributions, Dividend Rules, Diversification, Conferences

OH/KY ESOP Chapter Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 25, 2017 4:24:42 PM

The Ohio/Kentucky Thoroughbred ESOP Conference is coming up in August. There is still time to register with the early bird discount here. At this conference, you will have the opportunity to hear Renee Stadtmueller present at the following session about The Three D's of ESOPs: Distributions, Diversification, and Dividends. This session will address the: 1) timing and form of ESOP Distributions; 2) statutory Diversification rules; and, 3) special treatment of Dividends in ESOPs from a legal and administrative perspective. The three "D"s of ESOPS pertain to all ESOP companies and attendees will gain insight and a better understanding of this aspect of their plan's administration.
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Topics: Distributions, Dividend Rules, Diversification, Conferences

The NCEO Fall ESOP Forum

Posted by Blue Ridge ESOP Associates

Jul 14, 2017 2:52:47 PM

 

Find the information, ideas, and advice you need to make better ESOP decisions at The Fall ESOP Forum in Tampa, FL, this October 3-4, 2017. Both experienced attendees and newcomers will leave the Fall ESOP Forum better informed and better prepared to evaluate and implement the next steps for their companies. 

Blue Ridge ESOP Associates is proud to be sponsoring this conference with Renee Stadtmueller presenting in the following session.

“ESOP Distribution and Diversification Practices”

Distribution rules have more flexibility than many people think, and finding the right approach can help you make your plan more sustainable

Tuesday, October 3 - 9:30-10:15 a.m.

Renee Stadtmueller, CPA, QPA

Renee is a Director at Blue Ridge ESOP Associates. She has more than 19 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. She works closely with plan sponsors, accountants, advisors and legal counsel to provide guidance on plan design, compliance and operation. She is a member of the NCEO, The ESOP Association, and ASPPA. She has served as a chairperson for ASPPA's Education and Examination ESOP Certificate Subcommittee and as the vice president of programming for the Wisconsin Chapter of The ESOP Association. Renee received her bachelor of business administration in accounting and finance from the University of Wisconsin-Oshkosh.

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Topics: Distributions, Diversification, Conferences