New ESOP or need a communication reset? Learn how to build a roadmap that actually works—what to say, when to say it, and how to make ownership real for your team. Thursday webinar for NCEO members.
nceo.org/events/webinar-gett…
#ESOP #OwnershipCulture #ESOPCommunication
Blue Ridge Associates retweeted
Listening to "EP4 - Interview with Pete Schuler" at buzzsprout.com/885631/episod…
Master service provider coordination this plan year! Learn to align your TPA, CPA, Trustee & Valuation Firm with a strategic timeline. Streamline collaboration, clarify roles & eliminate chaos. Register for our webinar today! #RetirementPlans #BenefitsAdmin #Webinar
Blue Ridge Associates retweeted
Thank you to our EO25 Strategic Partner, @OneBlueRidge. Be sure to visit them in their hospitality suite in Copperleaf 3 at EO25 this November.
Not registered for EO25 yet? Sign up today at: lnkd.in/eiiwG3jV
Blue Ridge Associates retweeted
December 31st deadline approaching! Don't let RMD mistakes cost you.
Join us to master the new SECURE 2.0 rules, avoid compliance errors, and ensure you're handling RMD's like a pro. Register now.
#RMD #RetirementPlanning #SECURE20 #FinancialCompliance
Blue Ridge Associates retweeted
The countdown is on, and #EO25 is less than 4 weeks away! Don't miss The ESOP Association's reimagined conference at our stunning new location, book your spot now and join us in Vegas: lnkd.in/eiiwG3jV
Blue Ridge Associates retweeted
EO25 will offer more than 100 educational sessions, in addition to our world-class keynote speakers and special events. Register today and join us in Vegas for a Bigger, Bolder, Transformative experience: eo25.esopassociation.org/
Blue Ridge Associates retweeted
When ESOP releveraging gets complex, your clients need clarity.
Deep-dive training: Real case studies, proven methods, regulatory essentials. For trustees, attorneys & consultants who refuse to wing it.
#ESOP #Releveraging #Advisory
Blue Ridge Associates retweeted
ESOP repurchase obligations got you puzzled? Turn complexity into competitive advantage! Master liability projection, funding strategies & real-world solutions. From first-timers to pros – don't leave your plan's future to chance. Register now! #ESOP #EmployeeOwnership
Blue Ridge Associates retweeted
Transform boring Statement Day into an employee engagement powerhouse! Learn breakthrough strategies that turn annual statements into excitement-building tools. Join industry innovators who've cracked the code on making ESOP culture thrive year-round!
Blue Ridge Associates retweeted
Balance ESOP cash flow like a pro in Repurchase Obligation 101! Learn strategic levers: distribution policies, repurchase methods, and plan design. Transform complexity into competitive advantage. Join our weekly series and turn challenges into opportunities. Register now!
Blue Ridge Associates retweeted
Unlock the power of ESOP diversification! Master §401(a)(28) rules, discover new distribution strategies under ESOP LRM, and learn about early payment options. Turn complex regulations into opportunities for your employee-owners! #ESOP #Diversification #EmployeeOwnership
Blue Ridge Associates retweeted
Puzzled by compliance testing reports? Join our webinar to decode the "4 Section" of the IRC, understand pass/fail criteria, and learn which tests impact your 401(k) plan. From confusion to confidence in one session! #ComplianceWebinar #401kPlanning
Blue Ridge Associates retweeted
Learn how to establish an ESOP under SECURE 2.0 in our upcoming webinar! Our experts cover contribution timing, regulatory requirements, compliance testing impacts, and implementation strategies. Register now! #SECURE2.0 #ESOP #ComplianceSuccess
Blue Ridge Associates retweeted
Wondering how your financials change after an ESOP deal? This session covers year-of-deal reporting, ongoing presentation, cash exchanges on leveraged loans, & share-based comp calculations. Get the clarity you need! #ESOPAccounting #FinanceWebinar #ESOPStrategy
Blue Ridge Associates retweeted
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
Blue Ridge Associates retweeted
The @ESOPAssociation's Professional Member Recruitment Award goes to Tom Roback of @BlueRidgeESOP! It's great to have you and your team at #TEANational23!
Blue Ridge Associates retweeted
Miss out on National Grilled Cheese Day? That's okay—we've got you covered. You can celebrate with us on Tuesday during the conference! A special thank you to our sponsor, @BlueRidgeESOP. Be sure to visit them at Booth #7 and say hello!
Blue Ridge Associates retweeted
Here's why an ESOP might be a great idea
columbusceo.com/business/202…





















