Blue Ridge ESOP Associates Industry News

2024 Thoroughbred Conference - Ohio/Kentucky Chapter

Posted by Blue Ridge ESOP Associates

Jul 25, 2024 8:47:02 AM

Blue Ridge is a proud Leader Level Sponsor at next week's Ohio/Kentucky Chapter's 2024 Thoroughbred Conference where our professionals will be attending and speaking.

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Topics: Conferences

Deepen ESOP Appreciation in Spanish & English

Posted by Cathy Ivancic

May 13, 2024 8:00:00 PM

“This approach got people asking questions and it cleared up a lot of misunderstandings,” noted Tom Trainor, President and Founder of Trainor Builders-- a 100% ESOP composed of highly trained construction professionals serving Northern California.

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Topics: ESOP Communications

How to Review Your ESOP Reports

Posted by Renee M. Stadtmueller, CPA, QPA

May 13, 2024 8:00:00 PM

Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports provided by your Third Party Administrator (TPA) is very important. In this article, we will explain the elements plan sponsors should review when analyzing the various reports sent by your TPA to ensure compliance and accuracy of the plan administration.

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Topics: Distributions, Annual Share Release, ESOP Statements

SECURE Act 2.0 Updates & Form 5500 Changes

Posted by Scott J. Freund, QPA, QKC

May 13, 2024 8:00:00 PM

SECURE Act 2.0 – Updates for 2024

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Topics: Form 5500, DOL, RMD - Required Minimum Distribution

2024 Annual Employee Ownership Conference - Tampa, FL

Posted by Blue Ridge ESOP Associates

Apr 17, 2024 3:05:01 PM

Blue Ridge is a proud Pre-Conference Sponsor for the upcoming 2024 Annual Employee Ownership Conference where our experts will be sharing about "Maximizing ESOP Success: Effective Communication, Cultural Engagement, and Technical Foundations". During the conference, swing by our booth for some surprise giveaways and let our professionals provide you information about our enhanced integrated services from communication to administration.

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Topics: Conferences

38th Annual Ohio Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 16, 2024 3:01:01 PM

Blue Ridge is a proud Gold Sponsor at this week's Ohio Employee Ownership Conference, and our professionals will be speaking at the sessions listed below.

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Topics: Conferences

TEA - Ohio Kentucky Spring Conference 2024

Posted by Blue Ridge ESOP Associates

Feb 28, 2024 2:17:07 PM

Blue Ridge is a proud Leader Sponsor for the upcoming Ohio/Kentucky 2024 Spring Conference, and our professionals will be speaking at the sessions listed below.

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Topics: Conferences

TEA - WI Chapter Spring Conference 2024

Posted by Blue Ridge ESOP Associates

Feb 26, 2024 10:16:30 AM

Our team of professionals will be in attendance at the upcoming conference and available to provide information about all of the services Blue Ridge is able to offer for your company.  Scott Freund will be presenting a mini-session about "Distribution Calendars".

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Topics: Conferences

TEA - IA/NE Winter Conference & Roundtables

Posted by Blue Ridge ESOP Associates

Feb 15, 2024 11:20:03 AM

Blue Ridge is proud to be a Leader Level Sponsor for the Iowa/Nebraska Chapter - 2024 Winter Conference & Roundtables in Cedar Rapids, IA, on February 28-29. Our professional Chad Guzinski  will be available to provide information about all of the services Blue Ridge is able to offer for your company.  Dustin Pirie will be co-leading the session, "Financing Update and Impacts of Leverage on Valuation and Repurchase Obligations".

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Topics: Conferences

TEA Professionals' Forum 2024

Posted by Blue Ridge ESOP Associates

Feb 7, 2024 1:45:53 PM

 

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Topics: Conferences

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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