Transforming Employees into “CEOs”
As an ESOP, your company has a great opportunity to build a successful ownership culture that delivers the powerful...
The Beginner’s Guide to S Corporation Stock Basis Adjustments*
To know how to adjust S Corporation stock basis, we first need to answer the question: What is stock basis? Stock...
2020 Safe Harbor Electronic Disclosure Regulations
On May 27, 2020 the DOL published new safe harbor regulations for plan administrators to electronically deliver...
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...
10 Ideas for Employee Ownership Month
It’s that time of the year when ESOP companies plan for Employee Ownership Month (October) or their year-end...
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)...