Next week is the Indiana ESOP Annual Conference in Carmel, IN, 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.
Kevin Rusch will be co-presenting this session regarding your ESOP timeline. ESOP administration requires proactive monitoring and coordination with multiple vendors. As a plan fiduciary, the plan administrator's goal should be to ensure that the ESOP is administered in a timely fashion and in compliance with the ESOP's plan provisions. This session will outline the key requirements, issues, and deadlines to keep your ESOP on track using a month-by-month sample administration timeline for an ESOP with a December plan year end.
