Dec 21, 2022 10:30:00 AM
Eligibility, vesting and allocation requirements can be complicated and are frequently misinterpreted as being intertwined. They can be particularly confusing when there are frequent references to a Year of Service for all three items, however, each of these provisions need to be treated separately.
Mar 31, 2020 9:23:55 AM
Planning a company merger or an acquisition is complicated. Various factors need to be considered. Many times, the impact to your qualified plan(s) is overlooked. Once a transaction is finalized, it’s often too late and the impact to plans can cause dire circumstances. Mergers and acquisitions and the impact to the qualified plans involved require careful consideration and a proactive approach. Reach out to your BREA Plan Administrator for more information to discuss the right options for your plan(s).
Dec 19, 2017 3:00:00 PM
Providing accurate, detailed information is crucial for preparing required annual compliance testing and allocations to participants. Blue Ridge has enhanced the client experience for our annual request for information to aid our clients in this annual requirement and have streamlined our year-end data request for a more user friendly experience. In addition, we’ve programmed our system to allow you to view the prior year responses to our questions for an easy comparison of information. For those questions that have not had any changes you will easily be able to convert information from the prior year into the current year fields. We hope this simplifies providing information each year.
