Services

​​Blue Ridge ESOP Associates can provide everything you need to administer your ESOP, 401(k) or combination ESOP/401(k) plan. Our full service outsourcing, which can include participant on-line services, provides worry-free  assistance for your HR or Benefits staff, leaving them free to concentrate on other responsibilities.

ESOP PlanGovernance™

​Making Trust Administration Easier for You


Trustees often wear multiple "hats" as Officers and Board members, but they are obligated to define clearly when they make decisions in a particular capacity.  Regulators are looking for clear processes and documented procedures and ESOP PlanGovernance™ makes this responsibility easier.  When you use your calendar create electronic meeting agendas and record minutes of your meetings you will have a clear record of your fiduciary process.  No more physical filing cabinets!


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ESOP PlanGovernance™ Explained

ESOP PlanGovernance™ is an optional feature for ESOPConnection™ that is designed to meet the needs of your Administrative Committee and Trustees. PlanGovernance™ facilitates compliance with the applicable ERISA fiduciary and documentation requirements, which streamlines your ESOP administration and minimizes your legal exposure. Some highlights include the ability to:

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