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".
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.
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.
Releveraging your ESOP,