Blue Ridge is a proud Leader Sponsor for the upcoming Ohio/Kentucky 2024 Spring Conference, and our professionals will be speaking at the sessions listed below.
Feb 28, 2024 2:17:07 PM
Blue Ridge is a proud Leader Sponsor for the upcoming Ohio/Kentucky 2024 Spring Conference, and our professionals will be speaking at the sessions listed below.
Topics: Conferences
Feb 26, 2024 10:16:30 AM
Our team of professionals will be in attendance at the upcoming conference and available to provide information about all of the services Blue Ridge is able to offer for your company. Scott Freund will be presenting a mini-session about "Distribution Calendars".
Topics: Conferences
Feb 15, 2024 11:20:03 AM
Blue Ridge is proud to be a Leader Level Sponsor for the Iowa/Nebraska Chapter - 2024 Winter Conference & Roundtables in Cedar Rapids, IA, on February 28-29. Our professional Chad Guzinski will be available to provide information about all of the services Blue Ridge is able to offer for your company. Dustin Pirie will be co-leading the session, "Financing Update and Impacts of Leverage on Valuation and Repurchase Obligations".
Topics: Conferences
Dec 21, 2023 2:26:44 PM
My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and any new family groups.” Why are they asking?
Topics: S-Corp, 409p Testing
Dec 21, 2023 2:24:18 PM
Turnover is inevitable and in some cases, employees are rehired. How do you treat rehired employees? Will the employee automatically participate in the plan? Will their vesting remain the same? What happens if the employee is in payout status? In this article we will look at eligibility, breaks in service, vesting, and other things to keep in mind so when an employee is rehired, you will be able to confidently explain what that means for their account.
Dec 21, 2023 2:19:01 PM
On November 2, 2023, the IRS announced cost of living adjustments affecting qualified retirement plans for 2024.
Topics: ESOP & 401(k) Plans, IRS, DOL
Sep 7, 2023 4:05:51 PM
There are many options to consider when determining the best way to handle an ESOP plan’s
repurchase obligation.
Topics: Repurchase Obligation
Aug 25, 2023 8:55:31 AM
Your annual ESOP statement gives you a terrific opportunity to make the most of employee ownership. Seize it by implementing these seven practical suggestions to increase understanding of your ESOP, strengthen your company’s culture, and promote employee ownership as a powerful tool for improved performance and employee retention.
Topics: Employee-Ownership, ESOP shares, ESOP Statements
