Susan Springman
TRA Holdings
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ESOPConnection™
Easy online access to manage your ESOP
An Online Portal for Your ESOP
ESOPConnection™ is a cutting-edge online portal designed to streamline and enhance the administration of your Employee Stock Ownership Plan (ESOP). Tailored for both employers and employees, ESOPConnection™ offers a sophisticated, user-friendly platform that makes it easy to access plan materials, reports and more.
Simplify Your Role as a Plan Sponsor
ESOPConnection™ simplifies your role as a Plan Sponsor by centralizing key administrative functions. Effortlessly manage employee inquiries, distributions, addresses, financial planning, and benefits through a single, intuitive interface.
Improve Employee Accessibility
The ESOPConnection™ platform enables you to publish documents, forms, newsletters, and other essential information online, reducing the administrative burden on your staff and improving accessibility for employees.
Enable Employee-owners Secure Access to ESOPConnection™
ESOPConnection™ supports standard multi-factor authentication for employee-owners. As Plan Sponsor, you decide whether it is required for all employee-owners. Ease employee-owner access to ESOPConnection™ by enabling SSO from your company intranet.
Track and Manage Participants
Gain real-time insights with our advanced tools for tracking and managing participant information. The platform allows designated internal contacts to access detailed records, including individual account activities and balances, all in a secure environment.
Time-Saving Tools for ESOP Plan Sponsors
Interactive Summary of Accounts (SOA)
Access a detailed, sortable summary of accounts by year. The SOA includes comprehensive participant data, account balances, and transactions, with capabilities for export to Excel and compatibility with repurchase obligation planning software. Drill down into individual participant details and ESOP statements with ease.
Dynamic Processing Tools
Manage distributions, diversifications, dividends, and voting efficiently. ESOPConnection™ facilitates seamless collaboration with Blue Ridge, where transactions are prepared, reviewed, and processed with transparency and accuracy.
Robust Archiving System
Store and retrieve crucial documents effortlessly. Our archiving function includes executed legal documents, regulatory filings, annual valuation reports, and ESOP-specific reports, all organized for quick access.
Secure File Transfer
Exchange files with your Blue Ridge Administration Team, enhancing security and operational efficiency.
E-Consent Management
Streamline electronic notifications and form processing with E-Consent. Reduce administrative overhead by managing consent and notifications for certificates, SARs, and other plan-related documents electronically.
Automated Annual Review
Simplify your year-end review with our electronic checklist and questionnaire, ensuring proactive administration of your ESOP and capturing any necessary updates.
Online Voting
ESOPConnection™ can handle online voting for participants. You provide the proxy materials and participants can vote on ESOPConnection™. The trustee receives a report of the results after the voting window closes.
Post ESOP News
Provide a customized page with news specific to your ESOP. Post Executive letters, historical share prices, flyers and links to videos that help communicate the value and importance of your ESOP to your employee-owners.
Repurchase Obligation Studies
ESOPHorizon™ makes it easy for you to ensure your current ESOP plan design is sustainable for your company’s long term future. If we use this leading technology to produce a Repurchase Obligation Study for you, then you will be able to easily access the report in ESOPConnection™.
Learn MorePowerful Tools for Employee-Owners
With ESOPConnection™, your employees gain access to a suite of self-service features designed to enhance their engagement and understanding of their participation in the ESOP:
Account Access
View and interact with account balances and ESOP terminology with ease.
Document Management
Download personal participant statements and access important notices such as the Summary Plan Description and Summary Annual Report.
Update Requests
Review and request updates to census information directly through the portal.
Electronic Forms
Securely complete and submit administrative forms, including distribution and beneficiary elections online.
Educational Resources
Access FAQs and interactive learning tools to better understand ESOPs and their benefits.
Communicating the Value of ESOPs
Blue Ridge Associates offers strategic communication services to enhance employee engagement with ESOPConnection™:
Targeted Content
Post news releases, executive letters, and other communications to keep employees informed and engaged.
Promotional Campaigns
Develop campaigns to encourage frequent portal visits and increase awareness of ESOP benefits.
Dynamic Features
Post announcements, videos, and updates to showcase the value of employee ownership.
Interactive Engagement
Organize online automate stock price contests, and conduct electronic surveys to gather valuable employee feedback.
In addition to the communication features in ESOPConnection™, we also have a fully dedicated team to help you provide customized communication and education materials to your ESOP plan participants.
“Blue Ridge ESOP responds quickly, is knowledgeable, answers questions thoroughly and is very patient and professional. It's a relief to know that we can rely on them!”
Experience the Future of ESOP Administration
See how ESOPConnection™ can transform how you manage your ESOP.