A Strategic Look at ESOP Distribution Planning
Illustrative Models for Distribution Policies As ESOPs mature, developing a thoughtful distribution policy becomes...
Make the Most of Employee Ownership Month—Start Planning Now
Why Now Is the Time to Plan for Employee Ownership Month October is Employee Ownership Month! This nationwide...
ESOP Valuation Rules: 50 Years in the Making, and Still Uncertain
The Long Road to ESOP Valuation Rules At the core of every ESOP transaction and ongoing ESOP administration is...
Electronic Filing for Forms 5558 and 5330
Electronic filing is now available for Forms 5558 and 5330 There's good news for retirement plan sponsors and...
Re-Energizing ESOP Engagement Through Games and Connection
Re-Energizing ESOP Engagement at Carris Reels As one of the nation’s leading champions of employee ownership,...
Beyond the Statement: Helping Employees See Your ESOP’s Value
Turning ESOP Communication into an Opportunity When you look at an ESOP statement, what do you see? A legal requirement...
Blue Ridge Acquires Qualified Retirement Plan Services
Blue Ridge Associates acquires Qualified Retirement Plans Services (QRPS), a leading provider of administration...
Time-Saving Tools to Build Your Ownership Culture
Are you struggling to create engaging communication about employee ownership? Want to ensure your employees truly...
The Secure Act 2.0 Update
Default Provisions and Employer Considerations As we’ve previously mentioned, the Secure Act 2.0 introduced...