Blue Ridge ESOP Associates Industry News

Welcome Carla Klingler & Beth Bauer to Blue Ridge

Posted by Blue Ridge ESOP Associates

Jan 28, 2019 12:48:42 PM

Blue Ridge ESOP Associates is pleased to announce the addition of Carla Klingler and Beth Bauer to our team of professionals.

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Working with your TPA to manage your ESOP Administration Calendar/Year - Webinar

Posted by Blue Ridge ESOP Associates

Jan 25, 2019 11:11:51 AM

The OEOC will be hosting the following webinar presented by Blue Ridge ESOP Associates' professionals, Pam Themar and Kevin Rusch.

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The ESOP Executive Compensation Survey

Posted by NCEO

Jan 15, 2019 8:09:45 AM

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Company Tours with New Representatives

Posted by Blue Ridge ESOP Associates

Jan 11, 2019 11:33:28 AM

With the 116th Congress now in session, we would like to encourage you to invite your representatives for tours of your company. On-site tours allow members of Congress to see first-hand the value of employee-owned companies. ESCA has given an update below of the 10 new members from the House Democrats who have been appointed to the House Ways and Means Committee.

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Happy Holidays from Blue Ridge ESOP Associates

Posted by Blue Ridge ESOP Associates

Dec 20, 2018 3:45:56 PM

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Getting Ready for Changes in Hardship Distribution Rules

Posted by Dolores P. Lawrence, CPA, QKA

Dec 12, 2018 2:30:00 PM

As the result of the Bipartisan Budget Act of 2018, and the subsequent issuance of proposed Treasury regulations, hardship distributions should generally be easier for participants to obtain, assuming they are covered by a plan with a hardship provision and assuming that plan sponsors are on board with the hardship provision changes that are optional.  Plan sponsors should be hearing from their recordkeepers and third party administrators regarding the default changes that will be occuring unless the plan sponsor:

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Topics: Distributions

The Importance of a Beneficiary Form

Posted by Ray Mazurowski

Dec 12, 2018 2:30:00 PM

When you are hired by a new company, one of your initial tasks may include completing various beneficiary forms for the company’s benefit plans. Most people, including myself, will fill it out and not think about my initial election anymore. Some people may overlook this and not fill one out at all. So, you may be asking yourself, what is the big deal?

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Required Minimum Distributions – What you need to know

Posted by Jessica Sinnen

Dec 12, 2018 2:30:00 PM

As we approach the end of the calendar year, it is a good idea to start thinking about getting your Required Minimum Distributions (RMDs) paid out. For ease of process some clients will include RMD payments along with their normal distribution processing for the year. For others, these payments may be processed later in the year, for reasons such as capturing newly retired employees eligible for their first RMD payment. In any case, it is important to review your plan to ensure all necessary RMD payments have been taken care of.

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Topics: Distributions

December 2018 - IRS/DOL Corner

Posted by Dolores P. Lawrence, CPA, QKA

Dec 12, 2018 2:30:00 PM

IRS/DOL Corner

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New Study Finds S ESOP Plan Participants Have Twice as Much Saved for Retirement

Posted by ESCA

Dec 6, 2018 7:59:55 AM

ESCA is pleased to highlight data from a new study by the National Center for Employee Ownership (NCEO) that finds employee stock ownership plans in private companies are instrumental in boosting retirement security, increasing workplace productivity, and establishing pride of ownership among workers.

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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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