Blue Ridge ESOP Associates Industry News

Deepen ESOP Appreciation in Spanish & English

How to Review Your ESOP Reports

SECURE Act 2.0 Updates & Form 5500 Changes

2024 Annual Employee Ownership Conference - Tampa, FL

38th Annual Ohio Employee Ownership Conference

TEA - Ohio Kentucky Spring Conference 2024

TEA - WI Chapter Spring Conference 2024

TEA - IA/NE Winter Conference & Roundtables

TEA Professionals' Forum 2024

IRC Section 409(p) Testing – What is it?

Rehired Employees – What You Need to Know

IRS/DOL Corner - December 2023

Happy Thanksgiving

ESOP Repurchasing Studies

Annual ESOP Statements – Carpe Diem

The ESOP Benefit Level

ESOP Valuation Guidelines

Fall Conferences - 2023

OH/KY Chapter - 2023 Thoroughbred Conference

Wisconsin Chapter Summer Meeting - 2023

Employee Equity Investment Act - New Bipartisan Legislation

Treasury Shares


Re-energize Your ESOP Annual Meeting

Blue Ridge ESOP Associates makes majority investment into Workplace Development Inc.

Major Wins for Employee Ownership in New Spending Bill - NCEO Article

Eligibility, Vesting and Allocation Requirements

Hurdles for Employee Ownership

ESOPConnection™ Memo

Thinking about forming a union? Think ESOP

Happy Holidays 2022

NCEO Webinar -  Do That with Your ESOP

Thanksgiving 2022

NCEO Webinar - Repurchase Obligation Forecasting

Employee Owned 2022

Variance in Benefit Levels

What's the difference between IRC Sections 404 & 415 Compliance Testing?

IRS Extends Deadline for most SECURE/CARES Act Amendments


Multistate Regional Conference 2022

OH/KY Chapter - 2022 Thoroughbred Conference

Missing Participants. What are you supposed to do?

Turnover Trends and the Demographic Bubble Impact on ESOPs

IRS/DOL Corner

2022 TEA National Conference

Redeeming vs. Recycling Stock

IRS/DOL Corner

Balancing Repurchase Liability and Company Goals


Becoming a Plan Participant and Earning a Contribution

Disability in an ESOP

December 2021 - IRS/DOL Corner

What is diversification in an ESOP and what are your responsibilities as a Plan Sponsor?

Happy Holidays from Blue Ridge ESOP Associates 2021

Employee Owned 2021

ESOPATHON - Blue Ridge ESOP Associates

Expressing Defined Contribution Plan Balances as Annuity Payments on Participant Statements

Becoming a Plan Participant and Earning a Contribution

IRS/DOL Corner – August 2021

NCEO Webinar-Do That with Your ESOP: Great Ideas from ESOP Companies

Congratulations to the Employee Owner of the Year

Blue Ridge & Coastal Pension Services - CEO

NCEO Webinar:Strategic & Administrative Issues Unique to Partial ESOPs

Action Needed - Bipartisan WORK ACT

Memorial Day 2021

35th Annual Ohio Employee Ownership Conference

EO Podcast - Tom Roback on Coastal Pension Acquisition

Blue Ridge Acquires Coastal Pension Services, Inc.

2021 NCEO Employee Ownership Conference

IRS/DOL Corner - March 2021

Your 401(k) Plan and Part Time Employees

The Beginner’s Guide to S Corporation Stock Basis Adjustments*

NCEO Webinar:Explaining ESOP Diversification to Participants

Spring 2021 - Mid-Atlantic Virtual Meeting

2021 Employee Ownership Conference

NAPA Article - Multiemployer Plan Bailout

TEA's Statement on Nomination of SBA Administrator

TEA's Statement on Nomination of Secretary of Labor

Happy Holidays from Blue Ridge ESOP Associates

Restatement Period Opens for Pre-Approved Plans

Segregation of Participant Accounts

New Plan Limits for 2021

Job Stability & Employee Ownership

NCEO 2020 Executive and Board Compensation Survey

Fall 2020 - Northeast Regional Virtual Meeting

Fall 2020 - Southeast Regional Virtual Meeting

Fall 2020 - Great Lakes Virtual Meeting

NCEO Virtual Fall ESOP Forum 2020

Fall 2020 - Midwest Regional Virtual Meeting

Fall 2020 - Western Regional Virtual Meeting

Upcoming Virtual Conferences: NAFE/VEOC/OEOC

Temporary Federal ESOP Grant Program Act of 2020

RMD Changes from the CARES Act, and Your Options as Plan Sponsor

Partial Plan Termination

IRS/DOL Corner - July 2020

2020 Safe Harbor Electronic Disclosure Regulations

Blue Ridge ESOP Associates Acquires Benefit Concepts Systems, Inc.

NCEO Blog: U.S. Senator Says Link Employee Ownership to Government Aid

Thank You Blue Ridge Staff!

Congratulations DAI on 50 Years

ESOP Companies Making a Difference During Pandemic Continues

CEFEX-ASPPA Recordkeeper Certification Renewed for Blue Ridge

Washington Alert: TEA Advocacy Helps Score Major Win for ESOPs

ESOP Companies Making a Difference During Pandemic

NCEO Virtual Annual 2020 Conference

April 2020 - Washington Alert from The ESOP Association

Tom Roback - Plan Administration & COVID-19

Is a Merger/Acquisition in your Future?

IRS/DOL Corner - March 2020

COVID-19 Updates

The Future of Employee Ownership through ESOPs

Small Business Paycheck Protection Program and Loan Forgiveness


Pandemic Preparedness

Blue Ridge ESOP Associates promotes Scott Freund

Upcoming Conferences: Illinois, Indiana, Southwest Chapters

ICYMI - Challenges & Benefits of Employee-owned Small Businesses

Upcoming Conferences: New South & Iowa/Nebraska ESOP Chapters

ACEC New York: Supporting ESOP Expansion

Great News for Connecticut Architectural Firms

How to Calculate Your Annual Share Release

Your SPD Questions Answered

New Plan Limits for 2020

IRS/DOL 2019 - 4th Quarter Updates

What are Deemed Distributions?

Keeping Up with Terminated Participants

My employee is getting divorced, now what?

Fall 2019: Blue Ridge Professionals - Las Vegas Conference & Tradeshow

Upcoming Meeting: Mid-Atlantic Summer Breakfast Meeting with Senator Ben Cardin

NCEO Fall 2019 - In-Person Meetings and Webinars

Upcoming Conference: The Northwest Chapter - ESOP Conference

Welcome Alexander Grasser to Blue Ridge

Upcoming Meeting: Mid-Atlantic Summer Breakfast Meeting with Senator Ben Cardin

Employee-Owned Companies - Receiving Support for Expansion

Happy 4th of July from Blue Ridge ESOP Associates

Keeping a Company Independent - An ESOP Success Story

Summer 2019: Blue Ridge Professionals at Upcoming Conferences

Form 5500 – Small Plan Audit Waiver

June 2019 - IRS/DOL Corner

Capital Trustees Podcast featuring Blue Ridge ESOP Associates - Published Podcast

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

Upcoming Event: Hawaii Chapter - Summer Luncheon

Capital Trustees Podcast featuring Blue Ridge ESOP Associates

Maine Legislator Introduces Pro-Employee Ownership Bill

Upcoming Conference: The 42nd Annual ESOP Association National Conference

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


Upcoming Conferences: Heart of America & Ohio Employee Ownership Conference

Michigan ESOP Chapter's - Annual Spring Conference

Paying Plan Expenses – Best Practices

Academics from around the world convene at the Mid-Year Fellows Workshop in Honor of Louis O. Kelso

Communicating Statutory Diversification

Blue Ridge Professionals at Spring Conferences

Conferences This Week - New England Spring Conference, PA/Delaware Spring Conference & Southwest Chapter Spring Conference

Conferences Preview - WI Spring Conference & Carolinas Spring Conference

Conferences in Review - IL Spring Conference & Mid-Atlantic Spring Conference

New South Conference - Repurchase Obligation Studies

Bridging the Gap - Financing ESOP Transactions

Welcome Carla Klingler & Beth Bauer to Blue Ridge

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

The ESOP Executive Compensation Survey

Company Tours with New Representatives

Happy Holidays from Blue Ridge ESOP Associates

Getting Ready for Changes in Hardship Distribution Rules

The Importance of a Beneficiary Form

Required Minimum Distributions – What you need to know

December 2018 - IRS/DOL Corner

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

Happy Thanksgiving

2018 Vegas Conference - Blue Ridge ESOP Associates

Time to Celebrate - Employee Ownership Month

A Pro-ESOP bill has been signed into Law.

Summary Plan Description – A Participant’s Right, Your Responsibility

Fall 2018 Conferences

September 2018 - IRS/DOL Corner

Heart of America's 19th Annual Fall ESOP Conference

"Main Street Ownership Act" is Law!

Congressional District Work Schedule for Fall 2018 Employee Owned Company Visits

NCEO Employee Ownership Index Doubles S&P Performance for Its First Year

Happy 4th of July

June 2018 - IRS/DOL Corner

Save Time and Money in Handling Distributions

Basic ESOP Training - NCEO Online Course

Forbes - Best Employers in America

Employee-Owned Company Invites Governor for a Tour

New York's - "Main Street Employee Ownership Act"

32nd Annual Ohio Employee Ownership Conference

2018 ASPPA Eastern Regional Conference - Philadelphia

Heart of America's Annual Spring St. Louis ESOP Seminar

2018 Employee Ownership Conference

The ESOP Association & Dolores Lawrence

Blue Ridge Professionals at Spring Conferences Nationwide

Who Is Considered a Corporate Officer?

March ESOP Madness:  Ready to Make the Most of Your Annual Participant Statements?

March 2018 - IRS/DOL Corner

State Senate Bill Introduced in Maryland

ESCA Congressional Visit at Salem Distributing

The Importance of the ESOP Timeline

Hey Employee Owner:  Do You Know Your Role and Responsibilities?

Year-End Annual Request Process Enhanced

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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