Blue Ridge Announce Investment by Existing Management and LLCP
CHARLOTTESVILLE, VA - March 26, 2020 - Marie Minton and Greg Washburn, the current owners of Blue Ridge ESOP Associates,...
My employee is getting divorced, now what?
As plan sponsor there may be a time when you are notified that an employee is getting divorced. This article will...
Paying Plan Expenses – Best Practices
Establishing and maintaining a qualified retirement plan for employees can be expensive. It is important for plan...
The Importance of a Beneficiary Form
When you are hired by a new company, one of your initial tasks may include completing various beneficiary forms...
A Pro-ESOP bill has been signed into Law.
On August 13th, a significant pro-ESOP bill was signed into law. The Main Street Employee Ownership Act (S. 2786)...
Who Is Considered a Corporate Officer?
In our annual year-end data collection process, we always ask our clients to confirm who their officers are. Sometimes...
Reminders for Preparing and Filing your Form 945 & 1099s
Whether you process Form 1099-Rs yourself or through a third party this is the time of year to reconcile data accurately....
The Importance of the ESOP Timeline
It’s the start of a brand new Plan Year and my Blue Ridge Administrator is asking me to participate in an annual...
What exactly is the Summary Annual Report and what do I do with it?
The Summary Annual Report (SAR) is a summary of the IRS Form 5500 that must be distributed to all plan participants....
