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.
ESOP ESSENTIALS: Understanding Basic Concepts about your ESOP
Thursday, September 10 - 10:45-11:45 a.m.
Scott Freund will be co-presenting this session that will explain details on ESOP Administration basics which are important for plan sponsors to know. Topics will include eligibility, contributions, vesting, compliance testing and basic reporting requirements.
ESOP ESSENTIALS: ESOP Basics for New Participants
Friday, Septebmer 11 - 8:00-9:00 a.m.
Kevin Rusch will be co-presenting this session that will give a primer on ESOPs and participant statements for new ESOP participants. This session will present ESOP concepts in simple terms along with a sample participant statement and explanations of how a typical ESOP works.
