Director / Blue Ridge ESOP Associates
Kevin, is a director at Blue Ridge ESOP Associates and has more than 23 years of experience providing administration and consulting advice to ESOP clients. He is a certified public accountant (CPA) as well as a qualified pension administrator (QPA). He works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on ESOP plan design, repurchase obligation analysis, compliance, and operation.
Sessions
ESOP Plan Design and Allocations