The ESOP Podcast Episode 6

The ESOP Podcast Episode 6 – Tom Roback on ESOP Plan Administration and ESOP Recordkeeping Services

Our guest is Tom Roback of Blue Ridge ESOP Associates.  Tom Roback sat down with Bret Keisling of Captial Trustees, LLC  during the September 2017 ESOP Association Multi-State Conference – PA/DE and NY/NJ Chapter Meeting 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.

Thomas Roback, Jr., CEP, QKA [Photo Credit: Blue Ridge ESOP Associates]

Mr. Roback has worked in the accounting, investment and ESOP industry for over 26 years.  He is an expert in ESOP, 401(k) and equity compensation administration.  He is a Qualified 401(k) Administrator (QKA), Certified Equity Professional (CEP) and was the Chair on the Board of Directors for the National Center for Employee Ownership (NCEO). Mr. Roback is also the Vice President-Membership for the ESOP Association’s Mid-Atlantic Chapter and on the board for the Central Virginia Employee Benefits Council (CVEBC). He is a member of: The ESOP Association; ASPPA; Employee-Owned S Corporations of America; Exit Planning Exchange; and the NCEO. Mr. Roback received his Master of Business Administration from the University of Baltimore and a Bachelor of Science in Accounting from the College of William and Mary.


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