Thomas Roback, Jr., CEP, QKA, is Chief Revenue Officer for Blue Ridge ESOP and VP, Membership for the Mid-Atlantic Carolinas ESOP Association. He attended
Tom Roback
Call Me When… When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.
Blue Ridge has launched a new service, ESOP Blue Ribbon. It is designed specifically for the person or committee in your company who is
In previous communications, we’ve discussed the significant changes brought about by the SECURE 2.0 Act. Effective implementation of many provisions within the act relies
https://news.blueridgeesop.com/blog/esop-repurchasing-studies ESOP-Repurchasing-Strategies
BLUE RIDGE ESOP ASSOCIATES ACQUIRES CROWE LLP ESOP BUSINESS Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to
Internal Revenue Code Section 401(a)(28) allows employees to diversify a portion of their stock once they meet certain eligibility requirements. There are specific age
When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject to certain procedures and
On November 4, 2021, the IRS announced cost of living adjustments affecting qualified retirement plans for 2022. Almost all of the limits increased from
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