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Blue Ridge ESOP

@BlueRidgeESOP

Provides quality third party administration services for ESOP & 401(k) plans.

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Find out where your Blue Ridge professionals will be attending and speaking at Employee Owned 2024 in Vegas! hubs.li/Q02VZWCy0


With SECURE 2.0, guidance is helpful as plan sponsors make decisions regarding both required and optional provisions in the act. Here are a few to consider. hubs.li/Q02KHWGX0


Are you attending the 2024 Thoroughbred Conference in Louisville, KY, next week? Make plans to see our professionals who will be attending and speaking. hubs.li/Q02HXt7H0


Plan Sponsors need to review in detail the reports provided by the TPA to ensure compliance and accuracy-here are key elements to remember in that process! hubs.ly/Q02xGkpJ0


Want to build ESOP appreciation in English & Spanish? Find out how one company found a blended language meeting was the right solution for their company’s ESOP communication goals. hubs.ly/Q02xGjVx0


The SECURE 2.0 Act of 2022 has updates effective for 2024, and the DOL made changes to the 2023 Form 5500 - read more to see what Plan Sponsors need to know. hubs.li/Q02xKrBr0


Thank you @RepStenyHoyer for speaking at the ESOP PAC breakfast.

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Blue Ridge has had a productive time in DC @ESOPAssociation Advocacy Days during the #TEANational24

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Heading to DC for The ESOP Association National Conference? Blue Ridge is a proud Champion Sponsor for this event and will have a group of our experts attending and speaking in multiple sessions.

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Join us in Tampa, where Blue Ridge is a Pre-Conference Sponsor for the 24th Annual Employee Ownership Conference. hubs.li/Q02tdtMP0


Join our Blue Ridge professionals this week at the 38th Annual Ohio Employee Ownership Conference! hubs.li/Q02t3wXy0


Join our Blue Ridge professionals at the Ohio/Kentucky 2024 Spring Conference next week! hubs.li/Q02mBpnb0


Join our team of professionals at the upcoming WI Spring Conference. Blue Ridge is a proud Promoter Sponsor for this event, and Scott Freund will be presenting a mini-session regarding Distribution Calendars. hubs.li/Q02mwYtj0

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Join our Blue Ridge professionals at the @ESOPIANE1 2024 - Winter Conference & Roundtables in Cedar Rapids, IA later this month! hubs.li/Q02lck020


Blue Ridge ESOP Reposted

Join Kevin Rusch and Dustin Pirie from Blue Ridge ESOP Associates, next Tuesday Oct. 31st at 9:30am PST/12:30pm EST, for our weekly webinar. This session will cover strategies and available options to help manage repurchase obligations. Register now: ow.ly/YBfo50PYN12


There are many options to consider when determining the best way to handle an ESOP plan’s repurchase obligation. Contact us for more information about ESOPHorizon to help with your repurchase obligation studies. blueridgeesop.com/pdf/ESOP_Repur…


Each ESOP is unique and must consider their own company goals when deciding the appropriate benefit levels - read more for guidance to reach those goals - hubs.li/Q020m-7W0


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