Blue Ridge ESOP Associates Industry News

Heart of America's 19th Annual Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Aug 17, 2018 2:45:22 PM

The Heart of America's 19th Annual Fall ESOP Conference is coming up next week! There is still time today to register here. At this conference, our professionals Chad Guzinski and Scott Freund will be available to give an overview of the additional services we provide along with our standard ESOP & 401k administration services. On Thursday, you will have the opportunity to hear Anthony Brunsvold present about the Three R's of Distributions and Their Impact on Cash Flow & Repurchase. In this technical session, experienced practitioners will explain the real meaning behind the terms Recycling, Redeeming and Releveraging and how each impacts the ESOP.
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Topics: Conferences, Repurchase Obligation

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: Conferences, Distributions, Repurchase Obligation

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

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: Conferences, ESOP Administration

2017 California/Western States ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 26, 2017 2:00:00 PM

The California/Western States Chapter 2017 Fall Conference will be October 11-13, 2017 in San Diego, CA. At this conference, stop by our table to visit with our business development representative, Marie Sherlock. On Thursday afternoon, you will have the opportunity to attend a roundtable discussion about Administration issues led by Mason Monson.
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Topics: Conferences, ESOP Administration

2017 New England ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 22, 2017 2:00:00 PM

The New England Chapter 2017 Fall Conference will be October 5-6, 2017 in Killington, VT. At this conference, stop by our table to visit with our business development representative, Tom Roback. On Friday morning, Jon Williams will be presenting at the technical session, "Diversification: Understanding its Dynamics & Impacts to Employee Owners".
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Topics: Conferences, ESOP Administration

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: Conferences, ESOP Administration, Repurchase Obligation

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: Conferences, ESOP Administration

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: Conferences, ESOP Administration, Distributions

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: Conferences, ESOP Administration, Distributions

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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