Blog (22)

ESCA Podcast for Latest on Tax Reform

Posted by ESCA

Dec 11, 2017 1:46:10 PM

As an employee owner, are you keeping up with the latest tax reform discussions? ESCA offers this podcast, giving an overview of how ESOP legislation might be impacted.

Vegas Time

Posted by Blue Ridge ESOP Associates

Nov 7, 2017 12:28:44 PM

Going to The Las Vegas ESOP Conference & Trade Show this week? We want to see you...check out the following locations where you can visit us:

The Booth - stop by and drop off your business card and enter to win a Lizzy James gift card. There will be three drawings and all winners will be announced via our Twitter page! While you're there, talk with one of our team members about managing your ESOP & 401(k) the Smart Way.

The Sessions -

"Who wants to be a Millionaire?"

Randy Shrake, QKA

Thursday, 8:40 a.m.

"ESOP Administration: Part 1 (Basic)"

Scott Freund, QPA

Thursday, 8:40 a.m.

"ESOP Distributions: Part 1 (Basis)"

Kevin Rusch, CPA, QPA

Thursday, 2:50 p.m.

"ESOP Distributions: Part 2 (Advanced)"

Renee Stadtmueller, CPA, QPA

Thursday, 4:00 p.m.

"Segregation of Terminated Participant Accounts"

Dolores Lawrence, CPA, QPA

Friday, 2:00 p.m.

Capital Trustees Podcast Interview with Tom Roback

Posted by Blue Ridge ESOP Associates

Oct 23, 2017 4:14:56 PM

A special thanks to Brad Keisling of Capital Trustees, LLC, for having Tom Roback on The ESOP podcast. Tom was able to share more about ESOP plan administration and ESOP and 401(k) recordkeeping services. Take some time and listen here to learn more.

Photo Credit: Capital Trustees, LLC

Topics: ESOP Administration

Lunch Seminar: Cybersecurity in the Retirement Plan World

Posted by Blue Ridge ESOP Associates

Oct 3, 2017 10:00:00 AM

Blue Ridge invites you to join us at the next Central Virginia Employee Benefits Council (CVEBC) lunch seminar in Richmond, VA, on October 18th – 12:00-1:30 at Williams Mullen downtown. Duane Gran, our Director of Information Systems, will be covering the topic “Cybersecurity in the Retirement Plan World”. Employers put tremendous trust in their third party administrator to safeguard sensitive employee records. In this interactive discussion learn about the questions you should ask of your TPA to hold them to a high standard for IT Security.

2017 California/Western States ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 26, 2017 2:00:00 PM

The California/Western States Chapter 2017 Fall Conference will be October 11-13, 2017 in San Diego, CA. At this conference, stop by our table to visit with our business development representative, Marie Sherlock. On Thursday afternoon, you will have the opportunity to attend a roundtable discussion about Administration issues led by Mason Monson.

Topics: ESOP Administration, Conferences

2017 New England ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 22, 2017 2:00:00 PM

The New England Chapter 2017 Fall Conference will be October 5-6, 2017 in Killington, VT. At this conference, stop by our table to visit with our business development representative, Tom Roback. On Friday morning, Jon Williams will be presenting at the technical session, "Diversification: Understanding its Dynamics & Impacts to Employee Owners".

Topics: ESOP Administration, Conferences

New South & Carolinas Chapters Fall ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 19, 2017 10:00:00 AM

If you're attending the New South & Carolinas Chapter Fall ESOP Conference this week, make sure to find Tom Roback who will be happy to discuss with you what services Blue Ridge offers to manage your ESOP & 401k the smart way. You will have the opportunity to hear Dolores Lawrence speak about some Hot Topics in the ESOP Community. Renee Stadtmueller will also be presenting about "Diversification - Trends Beyond Statutory Requirements".

2017 Southwest ESOP Conference

Posted by Blue Ridge ESOP Associates

Sep 18, 2017 10:00:00 AM

The Southwest Chapter 2017 Fall Conference will be September 29, 2017. Due to Hurricane Harvey, the location has been moved to the Omni Fort Worth Hotel, and you can register here. At this conference you will have the opportunity to hear Kevin Rusch speak about "Mature ESOP Issues: Rebalance, Reshuffle, Recyle and Redemption" which will focus on the 4 "R's", reviewing definitions as well as practical application and numerical examples of how the provisions work as well as impact on repurchase obligation.

Topics: Repurchase Obligation, ESOP Administration, Conferences

2017 Northwest ESOP Fall Conference

Posted by Blue Ridge ESOP Associates

Sep 15, 2017 2:00:00 PM

The Northwest Chapter 2017 Fall Conference will be September 28-29, 2017 in Portland, OR. At this conference, stop by our table to visit with our business development representative, Marie Sherlock. On Friday morning, you will have the opportunity to attend a roundtable discussion led by Randy Shrake.

Topics: ESOP Administration, Conferences