RMD's - A Recap of Everything You Need to Know

Dolores Lawrence is a senior vice president of plan administration at Blue Ridge Associates, where she brings over 30 years of experience in plan design, administration, and consulting services for ESOPs, KSOPs, and 401(k) plans. Dolores holds the Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA). Her expertise spans the full range of retirement plan administration, from compliance to operational issues, with a particular focus on ESOP and KSOP plans.

Kip is a Manager of ESOP Administration at Blue Ridge Associates focused primarily on transaction consulting; including pre-transaction ERISA compliance testing, setting the ESOP benefit level, plan design, and education of companies on how their ESOP works. Kip is a member of the National Center for Employee Ownership (NCEO), American Society of Pension Professionals and Actuaries (ASPPA), the ESOP Association, and a member of The ESOP Association’s Advisory Committee on Administration.