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.
Posted by Blue Ridge ESOP Associates
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
Posted by Blue Ridge ESOP Associates
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
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".
Topics: Conferences
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
Topics: Conferences
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.
Topics: Conferences
Topics: ESOP Administration, Conferences
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.
Topics: Conferences
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".
Topics: Conferences
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".
Topics: Conferences
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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