Blue Ridge ESOP Associates Industry News

How to Review Your ESOP Reports

Posted by Renee M. Stadtmueller, CPA, QPA

May 13, 2024 8:00:00 PM

Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports provided by your Third Party Administrator (TPA) is very important. In this article, we will explain the elements plan sponsors should review when analyzing the various reports sent by your TPA to ensure compliance and accuracy of the plan administration.

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Topics: Distributions, Annual Share Release, ESOP Statements

Annual ESOP Statements – Carpe Diem

Posted by Jim Bado, Workplace Development

Aug 25, 2023 8:55:31 AM

Your annual ESOP statement gives you a terrific opportunity to make the most of employee ownership. Seize it by implementing these seven practical suggestions to increase understanding of your ESOP, strengthen your company’s culture, and promote employee ownership as a powerful tool for improved performance and employee retention.

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Topics: Employee-Ownership, ESOP shares, ESOP Statements

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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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