Blue Ridge ESOP Associates Industry News

Laura Sadikoglu

Recent Posts

The Wisconsin Chapter of The ESOP Association Annual Spring Conference

Posted by Laura Sadikoglu

Feb 24, 2016 12:00:00 PM

We are proud to be a gold sponsor for next week's spring conference in Madison, WI, and we encourage you to register here. Stop by our table and let Chad Guzinski or one of our other professionals share with you the additional services we offer to help you manage your ESOP & 401(k) the smart way.
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Iowa-Nebraska ESOP Chapter 2016 Winter Conference - Don't Miss This Session!

Posted by Laura Sadikoglu

Feb 19, 2016 9:42:39 AM

Next week is the Iowa-Nebraska ESOP Winter Conference in Omaha, NE, and there is still time to register here. Blue Ridge is pleased to be a sponsor for this conference. Stop by our table and let Chad Guzinski share with you the additional services we offer to help manage your ESOP & 401k the smart way. You will also have the opportunity to hear one of our professionals at the following session after lunch.

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New England ESOP Chapter Annual Conference

Posted by Laura Sadikoglu

Sep 30, 2015 4:34:43 PM

If you are attending this week's New England Chapter Conference in Framingham, MA, please stop by our table and visit with our following professionals.

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California/Western States ESOP Chapter Conference

Posted by Laura Sadikoglu

Sep 24, 2015 9:46:16 AM

CAWS2015_Fall_Conference-1We are proud to be a sponsor once again for this year's California/Western States ESOP Chapter Conference in Denver, Colorado. Stop by our table and let Marie Sherlock and Ashley Waters share with you the new services we offer at Blue Ridge ESOP Associates including Repurchas Obligation Studies.
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20th Annual Multi-State ESOP Conference - Don't Miss These Sessions

Posted by Laura Sadikoglu

Sep 14, 2015 10:15:06 AM

If you are attending this week's Multi-State ESOP Conference in Wilkes-Barre, PA, please stop by our table and plan on attening the following session where one of Blue Ridge's professionals will be presenting.

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Midwest Regional ESOP Conference - Don't Miss These Sessions

Posted by Laura Sadikoglu

Sep 9, 2015 5:30:00 PM

If you are attending this week's Midwest Regional ESOP Conference in Bloomington, MN, you have the opportunity to hear two of Blue Ridge's professionals speak about ESOP Essentials.

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BREA Professionals at Upcoming Technical Presentations - Spring 2015

Posted by Laura Sadikoglu

Feb 23, 2015 11:40:58 AM

Upcoming Technical Presentations 
 
Two Day Professional ESOP Forum - New Orleans, LA
The ESOP Association
February 26-27, 2015
ESOP Administration Issues
Barbara Clough, QPA, QKA

 

Annual ESOP Conference - Carmel, IN
The Indiana Chapter of The ESOP Association
March 4, 2015
"Managing Your Benefit Levels & Repurchase Obligation" 

 

ESOPs from A to Z - Oak Brook, IL

The Illinois Chapter of The ESOP Association

March 5, 2015

"ESOP Distributions - The Rules/The Realities"

Barbara Clough, QPA, QKA

 

Spring Conference - The Year of the All Star ESOP - Waukesha, WI
The Wisconsin Chapter of The ESOP Association
March 9, 2015
"How the Target Employee Benefit Level Impacts the Company, the ESOP, Repurchase, etc." 
 Scott Freund, QPA
 
Annual Spring Conference - Powell, OH
The Ohio/Kentucky Chapter of THE ESOP Association

March 18, 2015
"Developing & Updating Your ESOP Administration Timeline"

2015 ESOP Invitational Conference & Golf Tournament- Pinehurst, NC

The Carolinas Chapter & The Mid-Atlantic Chapter of The ESOP Association  

March 22-24, 2015
"Administration Consternation"

Dolores Lawrence, CPA, QKA

"Deferring Capital Gains Taxes Using the Section 1042 Rollover"

Tom Roback, CEP, QKA

    

17th Annual Awards Banquet & Spring Conference - Grapevine, TX

The Southwest Chapter of The ESOP Association

March 26-27, 2015

"The ESOP Administration Timeline"

Dolores Lawrence, CPA, QKA

 

2015 Spring Conference - Bedford, MA
The New England Chapter of The ESOP Association
April 3, 2015
"ESOP 101"

Barbara Clough, QPA, QKA  

 
Employee Ownership Conference - Denver, CO
The National Center for Employee Ownership
April 21-23, 2015

Track E2 - ESOP: Beyond the Basics - "Overhauling Your ESOP - What to Do When Your Business Conditions Change Drastically Post Transaction"

Track E1 - ESOP Basics - "ESOP Plan Design"  

Track E1 - ESOP Basics - "ESOP-Related Issues Specific to Retail Industry"
 
Track E2 - ESOP: Beyond the Basics "S-Corporation Anti-Abuse Testing - The Rules, The Actuality"
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BREA Professionals at Upcoming Technical Presentations

Posted by Laura Sadikoglu

Aug 15, 2014 3:54:46 PM

Upcoming Technical Presentations 
 
13th Annual Tri-State ESOP Conference - Louisville, KY 
Ohio/Kentucky and Indiana Chapters of The ESOP Association
August 27, 2014 
"ESOP Administration Basics"

Dolores Lawrence, CPA, QKA  

 

15th Annual Fall ESOP Conference - Overland Park, KS

Heart of America Chapter of The ESOP Association 

September 4, 2014 

"ESOP Trends"


ESOP Midwest Conference - Oak Brook, IL
IL/IA/NE/MN/Dakotas/WI Chapters of The ESOP Association
September 11-12, 2014
"Basic ESOP Distribution Rules" 

 

Fall Conference - Nashville, TN 

New South Chapter of The ESOP Association

September 17-18, 2014

"Equity Compensation Basics for Private Companies"

Tom Roback, CEP, QKA

 

19th Annual Multi-State ESOP Conference - Scranton, PA
PA/DE & NY/NJ Chapters of The ESOP Association
September 17-18, 2014
"The Annual Update Process - From Stock Price Determination to Participant Statements"  
 Barbara Clough, QPA, QKA
 
Annual Fall Conference - Mystic, CT
New England Chapter of THE ESOP Association

October 2-3, 2014
"Managing Repurchase Obligation"

The S Corporation ESOP Seminar - Philadelphia, PA

NCEO   

October 7-8, 2014
"What You Need to Know about the 409(p) Anti-Abuse Regulations"

Dolores Lawrence, CPA, QKA

    

2014 California/Western States Chapter Conference - Disneyland/Anaheim, CA

California/Western States Chapter of The ESOP Association

October 8-10, 2014

"Basic ESOP Administration"

Randy Shrake, QKA

 

2014 Annual Conference - Honolulu, HI
Hawaii Chapter of The ESOP Association
October 9, 2014
"The Four 'Rs' - Rebalancing, Reshuffling, Recycling and Redemption"

Barbara Clough, QPA, QKA  


Annual Fall Conference - Charlottesville, VA
Mid-Atlantic Chapter of The ESOP Association
October 17, 2014
"Distribution, Diversification, and Segregation Challenges" 
 
ASPPA Annual Conference 2014 - National Harbor, MD
October 26-29, 2014  

"Identifying ESOP Opportunities"

Tom Roback, CEP, QKA

 

2014 Las Vegas Conference and Trade Show - Las Vegas, NV
The ESOP Association
November 13-14, 2014

"401(k)/ESOP Integration Issues"
Friday, 10:30 a.m.

"We are not that Young Anymore - Issues of Mature ESOPs"  
Friday, 10:30 a.m.

"When Bad Things Happen to Good Participants"
Friday, 2:00 p.m. 

 

NCEO Webinar  

November 25, 2014
"ESOP Distribution Policies"

 

 
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CEFEX Certification

Posted by Laura Sadikoglu

May 21, 2014 4:14:00 PM

Once again, Blue Ridge ESOP Associates, has gone through the extensive assessment and analysis by The Centre for Fiduciary Excellence (CEFEX) to determine whether our practices in providing services to clients conform generally to the Standard of Practice for Retirement Plan Service Providers, as defined by the American Society for Pension Professionials and Actuaries (ASPPA) and CEFEX. Based on the assessment performed, Blue Ridge ESOP Associates conforms to all Practices and Criteria defined in the Standard in the conduct of our recordkeeping business. We are proud to have another organization prove that we follow our mission to deliver the highest quality ESOP and 401(k) Administration services in the industry.
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Topics: ESOP Administration

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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