Blue Ridge ESOP Associates Industry News

Upcoming Conferences: WI ESOP - 2019 Summer Meeting & the 2019 Vermont Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Jun 5, 2019 12:00:00 PM

Blue Ridge professionals, Scott Rademacher and Pam Themar will be attending next week's Wisconsin Chapter's 2019 Summer Meeting. Scott will be speaking about the "Five R's - Redeem, Recycle, Re-leverage, Rebalance, Reshuffle" and how the work and how to implement them to manage  your ESOP for long term sustainability.

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Upcoming Event: Hawaii Chapter - Summer Luncheon

Posted by Blue Ridge ESOP Associates

May 31, 2019 3:00:13 PM

Marie Sherlock will be attending the Hawaii Chapter - Summer Luncheon next week in Honolulu, HI. If you're in the area, make sure you register by June 3rd.
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Capital Trustees Podcast featuring Blue Ridge ESOP Associates

Posted by Blue Ridge ESOP Associates

May 24, 2019 12:43:53 PM

Thank you Capital Trustees for hosting Tom Roback for your upcoming podcast which features Blue Ridge ESOP Associates. They recorded during the final day of the Annual Conference for The ESOP Association in Washington D.C. Here is a preview!
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Maine Legislator Introduces Pro-Employee Ownership Bill

Posted by NCEO

May 17, 2019 3:26:47 PM

Maine State Senator Nate Libby (D-Lewiston) introduced L.D. 1520, which would provide state-level tax incentives for businesses that establish employee ownership, defined to include ESOPs and worker cooperatives, as well as consumer cooperatives and affording housing cooperatives. The bill would shelter from Maine's income tax up to $750,000 of gains on a qualifying sale. The bill would also assign Maine's Department of Economic and Community Development responsibility for support and outreach about employee ownership and would exempt interest income earned from financing the sale from state tax for sellers and Maine-based lenders.

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Upcoming Conference: The 42nd Annual ESOP Association National Conference

Posted by Blue Ridge ESOP Associates

May 17, 2019 11:23:24 AM

Blue Ridge professionals, Tom Roback, Scott Freund and Dolores Lawrence, will be attending The 42nd Annual ESOP Association National Conference next week.

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Upcoming Conferences: NIPA Annual Forum & Expo & New England Chapter's CEO Conference

Posted by Blue Ridge ESOP Associates

Apr 26, 2019 9:52:58 AM

Blue Ridge is proud to be an exhibitor next week at NIPA's 2019 NAFE in San Diego, CA. Marie Sherlock and Bev Schoonover look forward to seeing you at our booth to show you the best services we offer for your ESOP & 401(k) Plans. The 2019 NIPA Annual Forum & Expo (2019NAFE), April 28 - May 1 in San Diego, is an event designed exclusively for retirement plan professionals. The 2019NAFE offers enriching, relevant, world-class education to enhance the services you provide to your organization's clients. Every year, this four day event helps attendees discover innovative solutions for strengthening and expanding their businesses.

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ESCA's CALL TO ACTION: ASK YOUR MEMBERS OF CONGRESS TO SUPPORT SENATE AND HOUSE S ESOP BILLS

Posted by ESCA

Apr 25, 2019 8:33:39 PM

ESCA has launched a grassroots email campaign to build support, and cosponsors, for Senate and House S ESOP legislation. The Senate bill (S.177) was introduced in late-January by Sens. Pat Roberts (R-KS) and Ben Cardin (D-MD) and the House version (H.R. 2258) was introduced a few weeks ago by a bipartisan group of Ways and Means Members led by Reps. Ron Kind (D-WI) and Jason Smith (R-MO).

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Upcoming Conferences: Heart of America & Ohio Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 19, 2019 9:59:57 AM

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Michigan ESOP Chapter's - Annual Spring Conference

Posted by Blue Ridge ESOP Associates

Apr 12, 2019 11:42:13 AM

Scott Freund and Chad Guzinski will be attending the Michigan 2019 Spring Conference next week in Lansing, MI. Scott will be a part of the panel for "Ask the Experts - A Technical Q&A for ESOP Management". If you are responsible for managing your company’s ESOP, then this is the session for you! Whether there is a technical issue you’ve been wondering about for months or there is something that came up in a breakout session during the conference, bring your question(s) to this session to get your answer(s). 
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Paying Plan Expenses – Best Practices

Posted by Pam Themar

Mar 27, 2019 3:15:55 PM

Establishing and maintaining a qualified retirement plan for employees can be expensive. It is important for plan sponsors to understand all the costs involved, if those costs can be classified as plan expenses that can be paid from plan assets, and how to allocate those expenses.

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Topics: Plan Design, DOL, esop design

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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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