You are using an outdated browser. Please upgrade your browser to improve your experience.

Who We Serve

A grandfather reads to his young grandchild

Our Partners and Clients

At Blue Ridge, we serve a variety of distinct clients. We work with advisors, employers, CPAs, and attorneys to deliver innovative retirement plan solutions, no matter how complex the scenario. We also partner with other TPAs to bring them the best in actuarial services and consulting.

Advisors

We believe a good TPA is an advisor’s best ally. Partner with us for innovative and creative solutions backed by excellent service. 

We provide you with the right tools, resources (CONFIRM NEW LINK), and expertise to serve your clients and prospects. We work behind the scenes, creating designs (CONFIRM NEW LINK) for tax advantages and maximized savings. We’ll develop custom solutions and proposals for your clients, along with expert advice from our credentialed professionals.

Employers

At Blue Ridge, we take the time to understand clients’ goals, and work to provide solutions tailored to their needs.  We join their team and help them:

  • Attract and retain talent
  • Maximize tax benefits & minimize risk
  • Save for their dreams

We continuously strive to provide the best service in the industry, providing each client one expert Retirement Plan Consultant dedicated to their needs.

CPAs & Attorneys

We practice collaboration every day and extend this spirit of partnership to our CPAs and attorneys.

  • Rely on our team of dedicated administrators and actuaries for their expertise and prompt response.
  • We offer innovative, customized retirement plan solutions for your clients.
  • We provide resources, tools, and continuing education credits to CPAs from our team of experts.

Third Party Administrators (TPAs)

With 50 years of experience in the defined benefit field, we are well-equipped to serve as your back-office team on all types of defined benefit plans. We will white-label our work and run complimentary proposals for your clients.

Recordkeepers

We work with a wide array of recordkeepers, allowing our partners and clients to choose which one best fits their needs.

“I highly recommend Blue Ridge. They make my retirement plan management easy!”
Lilia Pacheco
Buddy Bar Casting
“Blue Ridge has been extremely helpful, patient and friendly. All of the staff we worked with during our on-boarding made the process smooth. Everyone we’ve worked with at Blue Ridge is professional, knowledgeable, and quick to answer any questions.””
Bennie Jones
Kevin W. Gilchrist DDS PLLC
“I would recommend Blue Ridge to anyone in need of a TPA. Our experience has been exceptional! Blue Ridge is very knowledgeable and always communicates clearly and quickly. Helping us with our retirement plan compliance has been key for our company, along with ease of access to employee reports.”
Tara Thomas
Eminent Technologies, Inc.

Get a custom proposal tailored to your needs

Request a Proposal