We are pleased to announce that Mr. Scott Freund has been promoted to Managing Director at Blue Ridge ESOP Associates. Scott has over 24 years of administration experience and has been with Blue Ridge since 2009 playing an integral role in providing administration and consulting advice to ESOP clients. Since coming to Blue Ridge, Scott has helped make our proprietary software, Blue Magic, more efficient so our professionals can spend more time consulting with our clients. Scott has also been a valuable leader and mentor to our newer associates and has been integral in the development of our administration staff.
Scott is a member of The ESOP Association’s Administration Advisory Committee and is a frequent speaker on ESOP administration topics for both The ESOP Association and the NCEO. He has extensive experience with ERISA law, Department of Labor Regulations and IRS code compliance. He has worked closely with Plan Sponsors, accountants, advisors and legal counsel to provide guidance on plan design and to resolve plan issues. Scott also works frequently with advisors regarding the feasibility of new ESOP’s including compliance and benefit level projections. Scott is a Qualified Plan Administrator (QPA). He is a member of: The ESOP Association; NCEO; ASPPA; and is a former Officer of the Wisconsin Chapter of The ESOP Association. He has served as the Subject Matter Expert on ESOPs for ASPPA’s Education and Examination Committee. Mr. Freund received his Bachelor of Business Administration in Accounting from the University of Wisconsin-Oshkosh.
