How to Manage Non-Stock Assets

Barbara Clough is a Vice President at Blue Ridge Associates. Barbara has a deep understanding of the complexities involved in ESOP administration, her technical expertise includes navigating tricky administration and compliance issues. As an ERISA expert, she ensures adherence to Code Section compliance and provides strategic guidance to clients on plan design, legal matters, and IRS & DOL inquiries.

Accolades include: past Chairwoman of the Administration Advisory Committee, frequent speaker, author, Executive Committee member of the ESOP Association’s Public Policy Council and Vice President of Advocacy for the ESOP Association’s New England Chapter.

As the Vice President of ESOP Administration at Blue Ridge ESOP Associates, Renee has over 19 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. Renee is a speaker on ESOP administration topics for both the ESOP Association and the NCEO. She works closely with plan sponsors, accountants, advisors, and legal counsel to provide guidance on plan design, compliance, and operation.