What Your Compliance Testing Reports Really Mean

Mr. Williams is a Vice President of Plan Administration for Blue Ridge ESOP Associates and has over 15 years of experience in employee benefits, with a focus on plan design, implementation, administration and consulting services for ESOPs. He is a member of The ESOP Association, the National Center for Employee Ownership and is a speaker at various ESOP conferences. Jon earned a Bachelor of Science in Business from Virginia Commonwealth University, where he majored in Accounting and minored in Economics.

Dolores Lawrence is a Senior Managing Director of Plan Administration at Blue Ridge ESOP Associates. She is a CPA, holds the QKA designation from the American Society of Pension Professionals and Actuaries (ASPPA) and has over 25 years of experience in plan design, administration and consulting services for ESOPs and 401(k) plans. She is a member of NCEO, The ESOP Association and ASPPA, and is a speaker at various ESOP conferences. She is also a past chair for The ESOP Association's Advisory Committee on Administration.