Blue Ridge ESOP Associates Industry News

Fall 2020 - Northeast Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 17, 2020 12:41:00 PM

ESOPAssociates_LogoBlue Ridge is proud to be a supporting sponsor for the Northeast Regional Virtual Meeting on September 29-30, 2020 hosted by The ESOP Association for all states included in the Pennsylvania/Delaware, New York/New Jersey, and New England Chapters. This is a great opportunity for your employee-owned company to "send" multiple owners at an affordable price, as content will be geared towards "middle managers, employee owners and members of company ESOP committees".

Renee Stadtmueller will be speaking on Tuesday during Track 2 at 10:40 a.m. During this session, "Administration Basics", participants will gain insight into different aspects of Plan administration such as: Why is my Record Keeper asking me to review reports they have prepared?  What should I be looking for when I review the reports?  In this session we will discuss items the plan sponsor should review during the plan administration process including: the census report, the ESOP financials, and the allocation reports.  Having a plan sponsor actively engaged in this process ensures accurate reports and can save time and money!

Registration is now open until noon on September 28, 2020.

Topics: Conferences