These Legacy Brands Have Joined Forces to Become
One Blue Ridge
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We Are
One Blue Ridge
Your Trusted Partner for Retirement Plan Solutions
Our Story
Our goal at Blue Ridge is to be the market leader in ESOP and 401(k) third party administration and recordkeeping industry so we can help more people enjoy a meaningful retirement.
Our journey started in 1988 when Blue Ridge ESOP Associates was established to provide independent administration and recordkeeping services specifically for Employee Stock Ownership Plans (ESOPs). We developed innovative tools like ESOPConnection™, the first comprehensive online platform for ESOP management. We also acquired the ESOP division at Crowe to expand our ESOP portfolio.
We then acquired Coastal Pension Services, a key player in the 401(k) retirement administration services for the mid-Atlantic region, California Benefit Planners, a leader in defined benefit and cash balance plans on the West Coast, and TSC 401K, one of the longest standing and leading retirement plan consulting firms in the Midwest.
Today, these businesses form One Blue Ridge, a national provider of administration solutions for employer-sponsored, tax-advantage equity compensation and savings benefit plans. Our highly skilled team members provide a full suite of technology-enabled compliance services. Our integrated, best-of-breed delivery model and established network of strategic distribution partners make it easy for employers to provide wealth-building benefits to employees.
We continue to grow new capabilities, expertise and services to better serve our clients, both organically and through strategic acquisitions.
Blue Ridge by the Numbers
We are a national market leader in ESOP and 401(k) third party administration and recordkeeping.
8,700+ Retirements Plans
870,000+ Plan Participants
$60 Billion Assets Under Administration
280+ Associates
6 Locations Nationwide
3,000 Years of Combined Experience
Our Purpose
Credo
We believe all people deserve the opportunity to build wealth.
Mission
We make it easy for retirement plan professionals and sponsors to provide wealth building benefits to business owners and their employees.
Vision
We want to see more people achieve financial independence, enjoy a meaningful retirement and leave a legacy for their family.
Values
Precision – We keep accurate records and deliver timely, error-free services.
Efficacy – We support our clients’ success by ensuring they meet regulatory requirements, communicate to participants, and guide employees toward retirement.
Advocacy – We are a strong voice for favorable regulatory and legislative requirements that allow employers to easily offer retirement benefit plans.
Collaboration – We are a reliable and trusted resource alongside our clients, partners, and teammates.
Excellence – We proactively provide professional, high-touch, personalized care to all.
Looking Ahead
As One Blue Ridge, we are excited to leverage our combined expertise to deliver unparalleled service and innovative solutions. Our vision is clear: to see more individuals achieve financial independence, enjoy a meaningful retirement, and leave a lasting legacy for future generations.
Thank you for being a part of our journey. We look forward to working with you as your trusted partner in retirement planning!