Blue Ridge ESOP Associates Industry News

TEA - IA/NE Winter Conference & Roundtables

Posted by Blue Ridge ESOP Associates

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".

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Topics: Conferences

TEA Professionals' Forum 2024

Posted by Blue Ridge ESOP Associates

Feb 7, 2024 1:45:53 PM

 

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Topics: Conferences

Fall Conferences - 2023

Posted by Blue Ridge ESOP Associates

Aug 22, 2023 3:31:32 PM

Florida Chapter 2023 - Conference and Roundtables

August 31, 2023 - Orlando, FL

Carla Klingler - Regional Sales Director, Southeast

Sustainability – Strategy Choices and How They Affect Participant Accounts

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Topics: Conferences

OH/KY Chapter - 2023 Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 20, 2023 3:34:06 PM

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on July 25, 2023 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Pete Shuler and Jim Bado will be presenting  Really Understanding the ESOP Distribution Process. Bring your distribution questions to this practical session. They'll cover the rules and regulations regarding distributions at retirement, disability, death and for any other reason. Their goal:  help you build a real-world understanding of the distribution process while avoiding any mention of code sections (sorry no guarantees). To strengthen your knowledge, we'll also discuss diversification, in-service, and thrilling acronyms like QDRO and RMD.

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Topics: Conferences

Multistate Regional Conference 2022

Posted by Blue Ridge ESOP Associates

Aug 8, 2022 7:31:00 PM

The Multistate Conference 2022, a collaborative regional chapter event hosted by the PA/DE and NY/NJ Chapters will be September 12-14, 2022 in Hershey, PA. Registration is now open and the early bird discount ends August 17.  Renee Stadtmueller will be speaking Tuesday afternoon about " Cross the T's with your TPA" . Tom Roback will also be in attendance and available to answer any questions you might have in regards to the services we offer.
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Topics: ESOP Administration, Conferences

OH/KY Chapter - 2022 Thoroughbred Conference

Posted by Blue Ridge ESOP Associates

Jul 21, 2022 10:10:00 AM

Blue Ridge is proud to be a contributing sponsor for the OH/KY Chapter - 2022 Thoroughbred Conference on August 4, 2022 hosted by The ESOP Association for the OH/KY Chapter. Our professionals, Tom Roback and Mark Swanson will also be attending this conference in Lexington, KY.

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Topics: Conferences

Spring 2021 - Mid-Atlantic Virtual Meeting

Posted by Blue Ridge ESOP Associates

Mar 1, 2021 10:00:00 AM

Blue Ridge is proud to be a lead sponsor for the Mid-Atlantic Chapter Spring Meeting and Roundtables on March 10-11, 2021 hosted by The ESOP Association. Tom Roback, Dolores Lawrence, and Jon Williams will be attending this conference. 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".

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Topics: Conferences

Fall 2020 - Northeast Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 17, 2020 12:41:00 PM

Blue 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".

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Topics: Conferences

Fall 2020 - Southeast Regional Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 15, 2020 12:29:24 PM

Blue Ridge is proud to be a supporting sponsor for the Southeast Regional Virtual Meeting on September 24-25, 2020 hosted by The ESOP Association for all states included in the New South, Carolinas and Mid-Atlantic Chapters. Tom Roback, Carla Klingler, and Jon Williams will be attending this conference. 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".

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Topics: Conferences

Fall 2020 - Great Lakes Virtual Meeting

Posted by Blue Ridge ESOP Associates

Sep 3, 2020 10:00:00 AM

Blue Ridge is proud to be a supporting sponsor for the Great Lakes Regional Virtual Meeting on September 22-23, 2020 hosted by The ESOP Association for all states included in the Indiana, Michigan, and Ohio/Kentucky Chapters. Tom Roback will be attending and speaking at this conference. 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".

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Topics: Conferences

Experience the Leader in Personalized ESOP & 401(k) Administration

Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

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