Blue Ridge ESOP Associates Industry News

Blue Ridge ESOP Associates

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35th Annual Ohio Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 28, 2021 11:45:23 AM

It's time for the 35th Ohio Employee Ownership Conference - Virtual and Blue Ridge ESOP Associates is proud to be one of the sponsors for this great event. Registration is still open and for one low price, you can send multiple individuals from your company.

May 5-7, 2021

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EO Podcast - Tom Roback on Coastal Pension Acquisition

Posted by Blue Ridge ESOP Associates

Apr 26, 2021 10:48:08 AM

Bret Keisling of the EO Podcast invited Tom Roback, President of Blue Ridge ESOP Associates, onto the podcast to discuss Blue Ridge's acquisition of Coastal Pension Services, Inc. He explains in the podcast why this is a strong strategic move for both companies and gives more depth to the 401(k) administration services. Overall, both companies have operated under the same structure and are not financial advisors nor daily recordkeepers, so this will allow us to continue to work with any financial advisors and almost any 401k recordkeeper platform. The expansion of the Blue Ridge team allows us to keep in line with our mission which is to continue to be the ESOP and 401(k) administration firm of choice. The podcast can be heard here on our growing YouTube channel.

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Blue Ridge Acquires Coastal Pension Services, Inc.

Posted by Blue Ridge ESOP Associates

Apr 21, 2021 9:15:00 AM

CHARLOTTESVILLE, VA - APRIL 21, 2021: Blue Ridge ESOP Associates (“Blue Ridge”) is pleased to announce it has acquired Coastal Pension Services, Inc. (“Coastal Pension”), of Columbia, MD. The acquisition allows Blue Ridge to continue as the leader in ESOP administration while expanding its qualified retirement plan administration. In addition to our ESOP business, this will expand the administration of 401(k), Profit Sharing, Money Purchase and Defined Benefit plans to more than 1,000 qualified retirement plans. As we continue our leadership in the ESOP industry, the addition of Coastal Pension accelerates Blue Ridge’s efforts to grow through strategic acquisitions in the ESOP and 401(k) markets.

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2021 NCEO Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 16, 2021 5:34:19 PM

It's time for the NCEO Employee Ownership Conference and Blue Ridge is a proud sponsor.

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NCEO Webinar:Explaining ESOP Diversification to Participants

Posted by Blue Ridge ESOP Associates

Mar 10, 2021 10:15:00 AM

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Topics: ESOP Communications, Diversification

Spring 2021 - Mid-Atlantic Virtual Meeting

Posted by Blue Ridge ESOP Associates

Mar 1, 2021 10:00:00 AM

Blue Ridge is proud to be a lead sponsor for the Mid-Atlantic Chapter Spring Meeting and Roundtables on March 10-11, 2021 hosted by The ESOP Association. Tom Roback, Dolores Lawrence, and Jon Williams will be attending this conference. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

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Topics: Conferences

2021 Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Feb 25, 2021 3:09:56 PM

Its' time for the NCEO Employee Ownership Conference and Blue Ridge is a proud sponsor.

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NAPA Article - Multiemployer Plan Bailout

Posted by Blue Ridge ESOP Associates

Feb 12, 2021 9:08:21 AM

This important article, "Multiemployer Plan Bailout Caps Benefit Plan Limits" from the NAPA (National Association of Plan Advisors) news-wire, provides an overview of the Butch Lewis Emergency Pension Plan Relief Act of 2021 and how this legislation aims to cap plan limits for regular plans in order to pay for a multiemployer plan bailout.

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Happy Holidays from Blue Ridge ESOP Associates

Posted by Blue Ridge ESOP Associates

Dec 22, 2020 6:30:00 PM

 

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Job Stability & Employee Ownership

Posted by Blue Ridge ESOP Associates

Oct 30, 2020 9:10:53 AM

NPQResearch continues to show the benefit of employee-owned company, and we are pleased to share this article written by Non Profit Quarterly which highlights multiple research studies that show the impact ESOPs have on job stability - https://nonprofitquarterly.org/employee-ownership-shows-its-dramatic-impact-on-job-stability-again/

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