If you are attending this week's Multi-State ESOP Conference in Wilkes-Barre, PA, please stop by our table and plan on attening the following session where one of Blue Ridge's professionals will be presenting.
ESOPs for Beginners
Wednesday, September 16 - 8:15 - 9:15 a.m.
Jacob Nadkarni, QKA, will be participating in this session facilitated by Mary Beth Gray of Kleinbard Bell & Brecker LLP. This session will introduce basic terminology and players (including the "tion" words - Administration, distribution, diversification, valuation.) The session will include definitions, examples and a brief summary of the ESOP calendar and who is responsible for the tasks facing a Plan Sponsor of a new Plan.
