Blue Ridge Associates

A leading provider of administration solutions for employer-sponsored, tax-advantaged equity compensation and savings benefit plans.

[Blue Ridge Associates @OneBlueRidge]

Missed 401(k) deferrals can create compliance headaches, but the right correction strategy and stronger internal controls can help keep your plan on track.

https://t.co/HtSUwZBp0P

#401k #retirementplans #plancompliance

[Blue Ridge Associates @OneBlueRidge]

We are pleased to announce @OneBlueRidge has acquired Economic Group Pension Services (EGPS), further expanding our ability to support plan sponsors, advisors, and channel partners nationwide.

https://t.co/HtOvpdtzfU

#retirementplans #401k #oneblueridge

[NCEO @theNCEO]

New ESOP or need a communication reset? Learn how to build a roadmap that actually works—what to say, when to say it, and how to make ownership real for your team. Thursday webinar for NCEO members.
https://t.co/DlZM9mbzB8
#ESOP #OwnershipCulture #ESOPCommunication

[The Journey to an ESOP @Theesopguy]

Listening to "EP4 - Interview with Pete Schuler" at https://t.co/vztyBVcJg1

[Blue Ridge Associates @OneBlueRidge]

Pete Shuler of @OneBlueRidge joins Journey to an ESOP & Beyond to discuss what drives a successful ESOP transaction — from plan design and compliance to transaction readiness.

https://t.co/r8QMLzdixc

#ESOP #EmployeeOwnership #CorporateFinance

[Blue Ridge Associates @OneBlueRidge]

We’re excited to announce the expansion of our ESOP administration practice with the acquisition of AmbroseAdvisors’ ESOP TPA services—strengthening our ability to support employee-owned companies at scale.
https://t.co/Y4WUqJGG6M

#ESOP #EmployeeOwnership

[Blue Ridge Associates @OneBlueRidge]

Blue Ridge is excited to attend @ESOPAssociation Professionals’ Forum, Feb 4–6 in Charleston, SC. Proud to have Renee Stadtmueller, Barbara Clough, Kip Kuster, QKA, and Danny Lamastra, MBA, MA presenting and sharing ESOP insights.

#ESOP #EmployeeOwnership #BlueRidge

[Blue Ridge Associates @OneBlueRidge]

Join us on 2/3 at 2pm EST for a #webinar on The Year End Process. The webinar will cover year-end allocation and administration, regulatory reporting considerations, key timelines, and updates on the 2025 data collection process.

Register today: https://t.co/PmsKrqeCzi

[NCEO @theNCEO]

Master service provider coordination this plan year! Learn to align your TPA, CPA, Trustee & Valuation Firm with a strategic timeline. Streamline collaboration, clarify roles & eliminate chaos. Register for our webinar today! #RetirementPlans #BenefitsAdmin #Webinar

[Blue Ridge Associates @OneBlueRidge]

Wishing our clients, partners & colleagues a joyful holiday season & a bright year ahead.

We're grateful for the trust, collaboration & partnerships that made this year so meaningful.

Warmest holiday wishes from all of us at Blue Ridge Associates!

[Blue Ridge Associates @OneBlueRidge]

Clear practices and procedures are critical to effective retirement plan management. They support fiduciary oversight, consistency, and better decision-making for plan sponsors and participants.

Read more: https://t.co/bx937w28Az

#RetirementPlans #PlanGovernance #BestPractices

[Blue Ridge Associates @OneBlueRidge]

Effective retirement plan oversight requires a solid grasp of the ADP Nondiscrimination Test, which helps ensure deferral rates are balanced between highly compensated and non-highly compensated employees.

https://t.co/cC0ZQCpRBY

#ADPTest #401k #retirementplans #401kcompliance

[Blue Ridge Associates @OneBlueRidge]

Beginning January 1, 2026, certain highly compensated employees will be required to make catch-up contributions as after-tax Roth contributions.

Learn more in our latest blog:
https://t.co/1jSZqNKbqt

#401k #Roth #RetirementPlanning #PlanSponsors #BlueRidgeAssociates

[Blue Ridge Associates @OneBlueRidge]

We’re proud to be a sponsor of Employee Owned 2025 & can’t wait to connect with ESOP professionals in Las Vegas!

Visit our team at Copperleaf 3 to learn how we can help companies simplify plan administration & strengthen ownership culture.

#EO25 #EmployeeOwned @ESOPAssociation

[The ESOP Association @ESOPAssociation]

Thank you to our EO25 Strategic Partner, @OneBlueRidge. Be sure to visit them in their hospitality suite in Copperleaf 3 at EO25 this November.

Not registered for EO25 yet? Sign up today at: https://t.co/5mGcHZ30Pv

[Blue Ridge Associates @OneBlueRidge]

Managing repurchase obligations is a key component of long-term ESOP sustainability.

Join our webinar on 10/29 to hear practical strategies to help you navigate repurchase planning with confidence.

https://t.co/WwdeTJUyje

#RepurchaseObligation #EmployeeOwned #ESOP

[NCEO @theNCEO]

December 31st deadline approaching! Don't let RMD mistakes cost you.
Join us to master the new SECURE 2.0 rules, avoid compliance errors, and ensure you're handling RMD's like a pro. Register now.

#RMD #RetirementPlanning #SECURE20 #FinancialCompliance

[The ESOP Association @ESOPAssociation]

The countdown is on, and #EO25 is less than 4 weeks away! Don't miss The ESOP Association's reimagined conference at our stunning new location, book your spot now and join us in Vegas: https://t.co/5mGcHZ30Pv

[Blue Ridge Associates @OneBlueRidge]

October is #EmployeeOwnershipMonth and we’re proud to support #ESOPATHON!

Your donation helps fund scholarships, leadership programs, and research that empower #employeeowners and their families.

Join us in building the future of employee ownership!

https://t.co/lWCD6MRgdB

[Blue Ridge Associates @OneBlueRidge]

Join Kristin Steinhauser at @ESOPAssociation Great Lakes Regional Conference this week for two valuable sessions.

Kristin will share expert insights on repurchase planning and best practices for keeping your ESOP administration on track. Don’t miss it!

#ESOP #EmployeeOwnership