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  • ESOP
    • ESOP services from Blue Ridge.Discover our full-suite of services for the entire lifecycle of your ESOP – encompassing planning, implementation, administration and more.
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      • ESOP Services & Consulting
        • ESOP Pre-Transaction
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        • ESOP Repurchase Obligation Studies
        • ESOP Technology — ESOPConnection™
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      • About ESOPs
        • Learn About ESOPs
        • What is an ESOP?
        • What is a KSOP?
        • How to Get Started with an ESOP
        • What Makes a Good ESOP?
        • Who is on the ESOP Team?
  • 401(k) & Pension
    • 401(k), 403(b) and Pension Plans.Discover how Blue Ridge designs and administers tailored retirement plans that meet the unique needs of your business and employees.
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      • 401(k) & Pension Services
        • Retirement Plan Design
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        • ESOP & 401(k) Combined Services
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    • ESOP and retirement plan insights.Stay up to date on the landscape of ESOP administration and retirement planning so you can make the best decisions for your business.
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    • Get to know Blue Ridge.Learn more about our story, our delivery model, the team that makes it happen – and how you can be part of the team.
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Insights

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Blue-Ridge-Day-of-Giving-2024
News

106 Blue Ridge Associates Across 9 Locations Participate in National Day of Giving 2024, “Giving Tuesday”

Employees at a Leading Provider for Retirement Plan Administration Solutions Halt Operations to Give Back at Various...

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News

Blue Ridge Associates Unveils Rebranding and Launches New Website, OneBlueRidge.com

FOR IMMEDIATE RELEASE Leading Provider of Retirement Plan Administration Solutions Expands Services and Enhances...

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401(k) & Pension

The Impact of 401(k) Plan Design on Company Culture

An employee ownership mentor taught me years ago to build with the end in mind. This is an important concept for...

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clock on books
ESOP

How to Review Your ESOP Reports

Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports...

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ESOP Communication

Re-energize your ESOP Annual Meeting

Been there, done that with your annual ESOP meeting? Looking for a new way to convey your critically important...

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ESOP Understanding in Spanish - Blue Ridge Associates
ESOP Communication

Deepen ESOP Appreciation in Spanish & English

Overcoming Language Barriers to Ensure ESOP Understanding At Trainor Builders, a 100% Employee Stock Ownership...

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Part-time worker
401(k) & Pension

Eligibility for Part Time Employees

One of the key updates introduced by the SECURE 2.0 Act is the expanded eligibility for long-term part-time employees...

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ESOP

IRC Section 409(p) Testing – What is it?

My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and...

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rehired employee
ESOP

Rehired Employees – What You Need to Know

Turnover is inevitable and in some cases, employees are rehired. How do you treat rehired employees? Will the employee...

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The Trusted Partner for Retirement Plan Professionals and Sponsors

Serving since 1966, Blue Ridge is a leading provider of administration solutions for employer-sponsored, tax-advantaged 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.

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ESOP Services & Consulting
  • ESOP Services Overview
  • ESOP & 401(k) Combined Services
  • ESOP Administration Services
  • ESOP Contact Center Services
  • ESOP Communication Services
  • ESOP Rollout Services
  • Ongoing Communication Services
  • ESOP Pre-Transaction
  • ESOP Repurchase Obligation Studies
  • ESOP Technology — ESOPConnection™
401(k) & Pension
  • 401(k) & Pension Services Overview
  • Retirement Plan Design
  • Retirement Plan Compliance
  • ESOP & 401K Combined Services
  • Advisor Partnerships
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  • ESOP Communication
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  • ESOP
    • ESOP services from Blue Ridge.Discover our full-suite of services for the entire lifecycle of your ESOP – encompassing planning, implementation, administration and more.
    • Submenus Parent
      • ESOP Services & Consulting
        • ESOP Pre-Transaction
        • ESOP Administration Services
        • ESOP Repurchase Obligation Studies
        • ESOP Technology — ESOPConnection™
        • ESOP & 401K Combined Services
        • ESOP Contact Center Services


        • ESOP Communication
        • ESOP Communication Services
        • ESOP Rollout Services
        • Ongoing Communication Services
        • ESOP On-Demand Services
      • About ESOPs
        • Learn About ESOPs
        • What is an ESOP?
        • What is a KSOP?
        • How to Get Started with an ESOP
        • What Makes a Good ESOP?
        • Who is on the ESOP Team?
  • 401(k) & Pension
    • 401(k), 403(b) and Pension Plans.Discover how Blue Ridge designs and administers tailored retirement plans that meet the unique needs of your business and employees.
    • Submenus Parent
      • 401(k) & Pension Services
        • Retirement Plan Design
        • Retirement Plan Compliance
      • Column Parent
        • ESOP & 401(k) Combined Services
        • Advisor Partnerships
  • Insights
    • ESOP and retirement plan insights.Stay up to date on the landscape of ESOP administration and retirement planning so you can make the best decisions for your business.
    • Submenu
      • Resources
        • Learning Center
        • ESOP
        • ESOP Communication
      • Column Parent
        • 401(k) & Pension
        • News
  • About Us
    • Get to know Blue Ridge.Learn more about our story, our delivery model, the team that makes it happen – and how you can be part of the team.
    • Submenus Parent
      • Meet Blue Ridge
        • About Us
        • Executive Team
        • Our Delivery Model
      • Connect
        • Get Support
        • Careers
        • Contact Us
  • Get a Proposal
  • Pay Invoice
  • Client Support