Blue Ridge ESOP Associates (BREA) is complying with the service provider fee disclosure requirements
under ERISA 408(b)(2) and the related DOL regulations. The deadline for compliance with ERISA 408(b)(2)
was recently extended to July 1, 2012. Read More>>
Spring Form 5500 and Communications from DOL.
The filing of Form 5500 is generating mail – and email – from the Department of Labor. The following
article includes items for plan sponsors to consider before filing their 2011 returns. Read More>>
We provide the highest quality ESOP administration
and ESOP recordkeeping services for your ESOP and 401(k).
Our experts handle comprehensive recordkeeping and reporting requirements to S- and C-corporations with employee stock ownership plans.
Managing your Employee Stock Ownership Plan just got easier.
ESOPConnection™
is an interactive online repository of a company's ESOP-related information and documents, as well
as an educational and informational tool for participants.
We offer exceptional 401(k) administration
and recordkeeping for both balance forward and daily valuation plans. At your request, we can provide
plan administration or participant recordkeeping, or both.
"There is Tom of BREA holding his ESOP portfolio bigger than day." Michael Keeling, President of The ESOP Association.
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President Obama Responds to ESOP Questions from Blue Ridge ESOP Associates at Town Hall meeting.
Read More>>
ESOP Distribution Policies Webinar Available
Read More>>
Q & A with Tom Roback Regarding President Obama's Response to His ESOP Question at the Richmond, VA Town Hall Meeting on September 29, 2010
Read Q & A>>
