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We provide the highest quality ESOP administration and ESOP recordkeeping services for your ESOP and 401(k).
Our experts handle comprehensive recordkeeping and reporting requirements to S- and C-corporations with employee stock ownership plans.

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Managing your employee stock ownership plan just got easier. ESOPConnection™ allows your participants to check and update their own statement, census data, fill in beneficiary and distribution forms.

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We offer exceptional 401(k) administration and recordkeeping for both balance forward and daily valuation plans.  At your request, we can provide plan administration or participant recordkeeping, or both. 

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Plan Governance™ Module of ESOPConnection™: Making Life as a Fiduciary Easier
Plan Governance™ is the term describing the actions taken to administer and operate your retirement plan and associated trust in accordance with legal requirements.
The controlling legal requirements are set forth in the Employee Retirement Income Security Act of 1974 (ERISA), as amended.

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Blue Ridge ESOP Administraation Charitable Acitivities Header Image

Blue Ridge ESOP supports the following organizations and causes:

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Leukemia & Lymphoma Society
Komen Race for the Cure
American Cancer Society
United Way
Day of Caring

Blue Ridge ESOP Administration Conference News Header Image

Sept 17 – 18, 2008
13th Annual Multi-State ESOP Conference
The ESOP Association

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