Blue Ridge ESOP Associates Industry News

Blue Ridge ESOP Associates

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BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS

Posted by Blue Ridge ESOP Associates

Aug 11, 2022 3:00:00 PM

BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS

Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services
will transition to Blue Ridge

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Multistate Regional Conference 2022

Posted by Blue Ridge ESOP Associates

Aug 8, 2022 7:31:00 PM

The Multistate Conference 2022, a collaborative regional chapter event hosted by the PA/DE and NY/NJ Chapters will be September 12-14, 2022 in Hershey, PA. Registration is now open and the early bird discount ends August 17.  Renee Stadtmueller will be speaking Tuesday afternoon about " Cross the T's with your TPA" . Tom Roback will also be in attendance and available to answer any questions you might have in regards to the services we offer.
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Topics: ESOP Administration, Conferences

OH/KY Chapter - 2022 Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 21, 2022 10:10:00 AM

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on August 4, 2022 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Tom Roback and Mark Swanson will also be attending this conference in Lexington, KY.

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Topics: Conferences

2022 TEA National Conference

Posted by Blue Ridge ESOP Associates

May 4, 2022 10:30:50 AM

It's time for the 2022 TEA National Conferenceand below are the professionals from Blue Ridge ESOP Associates who will be speaking.

May 3-6, 2022

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Happy Holidays from Blue Ridge ESOP Associates 2021

Posted by Blue Ridge ESOP Associates

Dec 16, 2021 11:33:00 AM

 

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Employee Owned 2021

Posted by Blue Ridge ESOP Associates

Nov 1, 2021 4:30:28 PM

Employee Owned is next week in Las Vegas - November 10-12. Stop by our booth and plan to make plans to attend the following sessions with our professionals.

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ESOPATHON - Blue Ridge ESOP Associates

Posted by Blue Ridge ESOP Associates

Oct 7, 2021 8:44:41 PM

Blue Ridge is proud to support Employee Ownership efforts and is participating this month in ESOPATHON. "ESOPATHON is a month-long, activity-based, nationwide fundraising drive with a goal of raising one million dollars to support new and forward-leaning programming at the Employee Ownership Foundation."

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

Posted by Blue Ridge ESOP Associates

Jul 6, 2021 4:13:49 PM

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Topics: S-Corp, C-Corporation

Congratulations to the Employee Owner of the Year

Posted by Blue Ridge ESOP Associates

Jun 22, 2021 9:59:50 AM

Congratulations to Jessica Molnar of Wiley Wilson for being named the National Employee-Owner of the year at The ESOP Association Opening Reception and Awards Dinner last night. 

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Blue Ridge & Coastal Pension Services - CEO

Posted by Blue Ridge ESOP Associates

Jun 17, 2021 6:42:38 PM

CHARLOTTESVILLE, VA – June 17, 2021: Blue Ridge ESOP Associates (“Blue Ridge”), the leader in ESOP administration, announced today the hiring of Bill Yoerger as CEO of Blue Ridge and Coastal Pension Services (“Coastal”). In his new role, Yoerger will lead Blue Ridge and Coastal in servicing their nearly 2,000 ESOP, 401(k), Money Purchase and Defined Benefit Plan customers and continue to grow the business both organically and through strategic acquisitions in the retirement industry.

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