ESOP and Retirement Plan Services

Blue Ridge ESOP Associates is nationally recognized as the Leader in ESOP Administration. Our firm provides professional services for ESOPs and other qualified employee benefit plans. Organizations request our expertise for administration, compliance, feasibility, communications programs and repurchase obligation studies.

Employee Stock Ownership Plan (ESOP) Services.  Our solutions address a wide range of needs:

• Feasibility studies;
• Recordkeeping, compliance, and communication;
• Repurchase obligation studies and analyses;
• Recordkeeping and compliance services for KSOPs and other qualified plans maintained by ESOP companies;
• Specialized advice for S corporations and C corporations.

Retirement Plan Services.  We provide retirement plan design, compliance assistance in meeting Internal Revenue Service and Department of Labor regulations, assistance with withdrawal/distribution and loan processing, and much more.

Blue Ridge ESOP Associates has decades of experience providing ESOP record keeping and compliance services. Whatever your benefit plan needs entail we take pride in delivering answers.