Executive Team
Blue Ridge Associates
Columbus, OH
Mr. Shuler has over 25 years of experience assisting his clients by administering and consulting on ESOPs and other qualified retirement plans. His current responsibilities include consulting with companies considering ESOP-related transactions; consulting on the termination and merger of ESOPs; forecasting the impact of new legislation on the compliance and operation of ESOPs; and coordinating and reviewing repurchase liability studies. Pete frequently speaks and writes on technical topics regarding ESOPs. Mr. Shuler holds a Bachelor of Business Administration in Finance from the University of Notre Dame.
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Administering, Communicating and Governing Your New ESOP
Monday, April 14, 2025
1:00 PM – 4:00 PM MST
What Every ESOP Sponsor, Fiduciary, and Service Provider Needs to Know and Do About Cybersecurity
Tuesday, April 15, 2025
9:00 AM – 10:00 AM MST