Blue Ridge ESOP Associates Industry News

NCEO Webinar:Explaining ESOP Diversification to Participants

Posted by Blue Ridge ESOP Associates

Mar 10, 2021 10:15:00 AM

NCEO Compass Series

The National Center for Employee Ownership hosts weekly live webinars throughout the year for ESOP companies. Blue Ridge ESOP Associates' professionals, Randy Shrake and Renee Stadtmueller will be presenting  on March 30, 2021.

March 30, 2021 - 9:30-10:30 a.m.(PST)

This session will give attendees an overview of how to explain diversification to their colleagues using examples and interactive content.

Randy Webinar Picture1Randy has 18 years of experience in the employee benefits industry and has been focused on ESOPs for the past 14 years. He also has extensive experience with 401(k) and defined benefit plans. Randy received his BS in mathematics and economics from Oregon State University. He holds the QKA designation from the American Society of Pension Professionals & Actuaries. He is a member of The ESOP Association and the National Center for Employee Ownership.

Renee Stadtmueller Web FileRenee has over 19 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. Renee is a speaker on ESOP administration topics for both the ESOP Association and the NCEO. She works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, compliance, and operation.

NCEO Members: Free

Not an NCEO member? Join today with our exclusive 50% discount code: NCEOWeb21

NCEO membership offers many valuable resources,including the Ownership Compass education series

Topics: ESOP Communications, Diversification