6: ESOP Plan Administration & Recordkeeping Services


Our guest is Tom Roback of Blue Ridge ESOP Associates. Tom sat down with Bret during the September 2017 ESOP Association Multi-State Conference in Scranton, PA for a discussion of ESOP plan administration and ESOP and 401(k) recordkeeping services.


The experts at Blue Ridge ESOP Associates handle comprehensive recordkeeping and reporting requirements to S- and C-corporations with employee stock ownership plans.


Listen to Episode 6 on Soundcloud.