Blue Ridge ESOP Associates Industry News

On November 2, 2023, the IRS announced cost of living adjustments affecting qualified retirement plans for 2024.

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

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.

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

Workplace Development Inc. will become a Blue Ridge Company

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.  

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.