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It’s never been easier to provide wealth benefits to your employees.

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Tax-advantaged equity compensation and savings benefit plans from the trusted team at Blue Ridge.

Employee Stock Ownership Plans (ESOP)

Give your employees a stake in your company’s financial success. We make certain you meet regulatory requirements, keep accurate records, communicate timely to participants, and ultimately guide your employees toward a meaningful retirement.

Learn About ESOPs

Defined Contribution Plans — 401(k)

We design qualified retirement plans and ensure they comply with all legal requirements. Let us handle the document preparation, governmental reporting, and annual nondiscrimination testing for your plan – so you can focus on your business.

Learn About 401(k) Plans

ESOP & 401(k) Combined

Combine the transformative power of an Employee Stock Ownership Plan (ESOP) with the benefits of a 401(k) plan to provide even more wealth building benefits to your employees. We provide combined services for both ESOP and 401(k) plans.

Learn About ESOP & 401(k) Combined

Partner with a dedicated point of contact

At Blue Ridge, our people make all the difference. We pair you with a dedicated point of contact as your go-to subject matter expert and trusted partner to ensure your success. Take advantage of the deepest level of industry knowledge, education and expertise. Your partners at Blue Ridge will always respond to your questions in a timely manner, meet deadlines, handle complex situations with ease, and deliver professional, error-free services. Sleep better at night knowing you can rely on Blue Ridge.

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Easy online access streamlines your role

As a plan sponsor, you are expected to handle employee inquiries, manage distributions, keep accurate records of employee contact information, handle financial planning and so much more. It’s a lot to take on, and the workload can be daunting for you and your team. That’s why we use powerful online services to help you manage your plan with ease.

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What our clients are saying

“Our administrator is our ‘go to’ person for anything to do with ESOP. She always takes the time to explain the nuances of our increasingly complex administration and is the consummate professional. Her attention to detail and relentless pursuit of the 'right answer' is unparalleled and most welcome.”
Dave Bell
Vice President & General Counsel,
Plexus Scientific Corporation

Get a custom proposal tailored to your needs

Request a Proposal

Wealth benefit insights

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