SECURE Act 2.0 Updates & Form 5500 Changes
Blue Ridge ESOP Associates
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1M ago
SECURE Act 2.0 – Updates for 2024 ..read more
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How to Review Your ESOP Reports
Blue Ridge ESOP Associates
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1M ago
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 ..read more
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Deepen ESOP Appreciation in Spanish & English
Blue Ridge ESOP Associates
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1M ago
“This approach got people asking questions and it cleared up a lot of misunderstandings,” noted Tom Trainor, President and Founder of Trainor Builders-- a 100% ESOP composed of highly trained construction professionals serving Northern California ..read more
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2024 Annual Employee Ownership Conference - Tampa, FL
Blue Ridge ESOP Associates
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2M ago
Blue Ridge is a proud Pre-Conference Sponsor for the upcoming 2024 Annual Employee Ownership Conference where our experts will be sharing about "Maximizing ESOP Success: Effective Communication, Cultural Engagement, and Technical Foundations". During the conference, swing by our booth for some surprise giveaways and let our professionals provide you information about our enhanced integrated services from communication to administration ..read more
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38th Annual Ohio Employee Ownership Conference
Blue Ridge ESOP Associates
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2M ago
Blue Ridge is a proud Gold Sponsor at this week's Ohio Employee Ownership Conference, and our professionals will be speaking at the sessions listed below ..read more
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TEA - Ohio Kentucky Spring Conference 2024
Blue Ridge ESOP Associates
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4M ago
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 ..read more
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TEA - WI Chapter Spring Conference 2024
Blue Ridge ESOP Associates
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4M ago
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 ..read more
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TEA - IA/NE Winter Conference & Roundtables
Blue Ridge ESOP Associates
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4M ago
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 ..read more
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TEA Professionals' Forum 2024
Blue Ridge ESOP Associates
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4M ago
  ..read more
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IRC Section 409(p) Testing – What is it?
Blue Ridge ESOP Associates
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6M ago
My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and any new family groups.” Why are they asking ..read more
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