Blue Ridge is proud to be a supporting sponsor for the Western Regional Virtual Meeting on September 10-11, 2020 hosted by The ESOP Association for all western states included in the California/Western, Northwest, Southwest and Hawaii Chapters. Our professionals, Marie Sherlock and Randy Shrake will also 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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Conferences
We are pleased to announce that several of our earlier conferences Blue Ridge sponsored in the Spring & Summer 2020 were rescheduled and converted to virtual conferences. Blue Ridge professionals will be presenting at three of those conferences next week.
Dolores Lawrence will be speaking at next week's 2020 NAFE Amplified Conference. This conference is hosted by NIPA & WPB&C. Dolores will be speaking twice during this conference:
- Monday, August 17: 11:45-12:35 p.m. "Eligibility & Coverage" - Who's the Participant? What seems like a straightforward question can, in reality, be a complicated issue. Dual eligibility and job or division classification exclusions can be effective plan design tools, but also add to the complexity of administering plans. Add in rehires, seasonal employees, controlled group and affiliated service group considerations and you can have additional challenges. In this session, the speaker will provide insight into dealing with eligibility and coverage issues.
- Tuesday, August 18: 11:-05-11:55 a.m. "Considerations When Sponsoring an ESOP and a 401(k) Plan" - Many companies share ownership with their employees through the sponsorship of an ESOP. Most of those companies also sponsor a 401(k) plan. This type of combined retirement program can produce complications, pitfalls and special considerations for sponsorship and administration. This session will explore the key issues for the joint administration of both plans and their cohesiveness through a review of: plan design; compliance testing; and, situations unique to an ESOP as part of the benefit program.
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Conferences
The Heart of America's 19th Annual Fall ESOP Conference is coming up next week!
There is still time today to register here. At this conference, our professionals Chad Guzinski and Scott Freund will be available to give an overview of the
additional services we provide along with our standard
ESOP & 401k administration services. On Thursday, you will have the opportunity to hear Anthony Brunsvold present about the Three R's of Distributions and Their Impact on Cash Flow & Repurchase. In this technical session, experienced practitioners will explain the real meaning behind the terms Recycling, Redeeming and Releveraging and how each impacts the ESOP.
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Topics:
Repurchase Obligation,
Conferences
The Heart of America's annual spring St. Louis ESOP seminar is tomorrow!
At this conference, you will have the opportunity to hear Anthony Brunsvold co-present at "The Great Debate: ESOP Sustainability" from 11:00 a.m. to 12:00 p.m. Hot topics that bring challenges to the management of ESOP companies will be discussed with suggested strategies that might help such challenges as distribution policy, repurchase methods, funding strategies and releveraging.
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Topics:
Repurchase Obligation,
Distributions,
Conferences
2018 Employee Ownership Conference in Atlanta
Are you attending the conference this week? Stop by our booth and enter your business card for a chance to win an Amazon Echo Dot (2nd Generation). Our Blue Ridge professionals will be speaking in the following sessions.
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Topics:
Ownership Culture,
Distributions,
Conferences,
Audits,
Releveraging your ESOP,
Year-End Valuation
This week, Blue Ridge ESOP Associates professionals will be speaking at multiple conferences. If you're attending one of these, please make sure you say "hello" to one of our professionals attending the conference.
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Topics:
ESOP Administration,
Conferences
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.
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Topics:
ESOP Administration,
Conferences
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".
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Topics:
ESOP Administration,
Conferences
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.
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Topics:
Repurchase Obligation,
ESOP Administration,
Conferences
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.
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Topics:
ESOP Administration,
Conferences
