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.

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.

(Section415)*Prior to recent IRS announcements, Plan Sponsors were facing the task of amending their ESOP and 401(k) documents before the end of the 2022 plan year for certain mandatory changes and/or optional changes enacted as part of the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE) and the Coronavirus Aid Relief and Economic Security Act of 2020 (CARES) – together the “Acts”. IRS Notices 2022-33 and 2022-45 announced an extension to amend until December 31, 2025.

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

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.

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

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.