Blue Ridge ESOP Associates Industry News

Blue Ridge ESOP Associates

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Fall Conferences - 2023

Posted by Blue Ridge ESOP Associates

Aug 22, 2023 3:31:32 PM

Florida Chapter 2023 - Conference and Roundtables

August 31, 2023 - Orlando, FL

Carla Klingler - Regional Sales Director, Southeast

Sustainability – Strategy Choices and How They Affect Participant Accounts

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Topics: Conferences

OH/KY Chapter - 2023 Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 20, 2023 3:34:06 PM

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on July 25, 2023 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Pete Shuler and Jim Bado will be presenting  Really Understanding the ESOP Distribution Process. Bring your distribution questions to this practical session. They'll cover the rules and regulations regarding distributions at retirement, disability, death and for any other reason. Their goal:  help you build a real-world understanding of the distribution process while avoiding any mention of code sections (sorry no guarantees). To strengthen your knowledge, we'll also discuss diversification, in-service, and thrilling acronyms like QDRO and RMD.

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Topics: Conferences

Wisconsin Chapter Summer Meeting - 2023

Posted by Blue Ridge ESOP Associates

Jun 12, 2023 4:09:44 PM

Blue Ridge ESOP Associates' professionals will be attending the Wisconsin Chapter Summer Meeting this Thursday at Lambeau Field.

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

Posted by Blue Ridge ESOP Associates

Feb 22, 2023 1:48:38 PM

Workplace Development Inc. will become a Blue Ridge Company

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ESOPConnection™ Memo

Posted by Blue Ridge ESOP Associates

Dec 21, 2022 10:30:00 AM

Blue Ridge ESOP Associates (Blue Ridge) has dedicated resources this past year to enhance the ESOPConnection™ experience. ESOPConnection™ is an online tool that provides direct access to plan information, record keeping, and education resources. Blue Ridge is excited to announce that we will soon be implementing an updated version of ESOPConnection™. The core functionality of ESOPConnection™ will remain the same as it is today, however it will have a more modern look.  

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Topics: ESOPConnection

Happy Holidays 2022

Posted by Blue Ridge ESOP Associates

Dec 20, 2022 8:04:17 PM

 

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NCEO Webinar -  Do That with Your ESOP

Posted by Blue Ridge ESOP Associates

Nov 23, 2022 2:30:00 PM

Blue Ridge ESOP Associates is a proud sponsor of this webinar which will be hosted by the National Center for Employee Ownership (NCEO) and led by Blue Ridge professionals.

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Thanksgiving 2022

Posted by Blue Ridge ESOP Associates

Nov 23, 2022 10:31:39 AM

 

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NCEO Webinar - Repurchase Obligation Forecasting

Posted by Blue Ridge ESOP Associates

Nov 4, 2022 1:43:53 PM

Blue Ridge ESOP Associates is a proud sponsor of this webinar which will be hosted by the National Center for Employee Ownership (NCEO) and led by Blue Ridge professionals.

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Employee Owned 2022

Posted by Blue Ridge ESOP Associates

Oct 28, 2022 1:45:26 PM

Blue Ridge ESOP Associates is committed to staying active in the ESOP Community. We are proud to be a Platinum Sponsor for this year's Employee Owned Conference, sponsored by the ESOP Association, which is coming up on November9-11. Several of our employees will be doing presentations and attending this conference.

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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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