Blue Ridge ESOP Associates Industry News

Fall 2020 - Western Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Aug 28, 2020 11:04:51 AM

ESOPAssociates_LogoBlue Ridge is proud to be a supporting sponsor for the Western Regional Virtual Meeting on September 10-11, 2020 hosted by The ESOP Association for all western states included in the California/Western, Northwest, Southwest and Hawaii Chapters. Our professionals, Marie Sherlock and Randy Shrake will also be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

Randy Shrake will be speaking on Basic Administration. This session will give guidance on how to get a solid foundation to help you administer your plan in-house or oversee your third-party administrator. This session will give you the basic knowledge to review your ESOP’s allocation reports, participant statements, and plan related disclosures.  Speakers will cover eligibility, allocations, vesting, disclosure requirements, timelines, and gathering data for your record keeper.

Registration is now open until noon on September 9, 2020.

Topics: Conferences