Blue Ridge Associates

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. nceo.org/events/webinar… #ESOP #OwnershipCulture #ESOPCommunication

Listening to "EP4 - Interview with Pete Schuler" at buzzsprout.com/885631/episode…

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. journeytoanesop.com/podcast/episod… #ESOP #EmployeeOwnership #CorporateFinance

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. tinyurl.com/blueridgeambro… #ESOP #EmployeeOwnership

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

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: webinar.oneblueridge.com/the-year-end-p…

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

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!

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: tinyurl.com/planprocedures #RetirementPlans #PlanGovernance #BestPractices

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. oneblueridge.com/blog/understan… #ADPTest #401k #retirementplans #401kcompliance

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: tinyurl.com/roth2026 #401k #Roth #RetirementPlanning #PlanSponsors #BlueRidgeAssociates

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

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: lnkd.in/eiiwG3jV

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. webinar.oneblueridge.com/repurchase-obl… #RepurchaseObligation #EmployeeOwned #ESOP

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 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: lnkd.in/eiiwG3jV

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! tinyurl.com/ESOPATHON

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

Tom Roback will be speaking at the Multistate Regional Chapter Conference on September 11th from 9:30 – 10:45 AM. "Preparing for Year-End As An ESOP" Be sure to add this session to your conference agenda! #ESOP #EmployeeOwnership #ESOPCommunity #YearEndPlanning #EmployeeOwned

#NCEO Forum attendees! Don’t miss this session on one of the most recognized ESOPs in the country. Join Scott Freund and Dan Peterson for an inside look at how @Wawa built and manages its large-scale S Corp ESOP. Add it to your conference agenda! @theNCEO #ESOP #employeeowned