Blue Ridge ESOP Associates Industry News

Blue Ridge ESOP Associates

Recent Posts

NCEO Webinar-Do That with Your ESOP: Great Ideas from ESOP Companies

Posted by Blue Ridge ESOP Associates

Jul 6, 2021 4:13:49 PM

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Topics: S-Corp, C-Corporation

Congratulations to the Employee Owner of the Year

Posted by Blue Ridge ESOP Associates

Jun 22, 2021 9:59:50 AM

Congratulations to Jessica Molnar of Wiley Wilson for being named the National Employee-Owner of the year at The ESOP Association Opening Reception and Awards Dinner last night. 

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Blue Ridge & Coastal Pension Services - CEO

Posted by Blue Ridge ESOP Associates

Jun 17, 2021 6:42:38 PM

CHARLOTTESVILLE, VA – June 17, 2021: Blue Ridge ESOP Associates (“Blue Ridge”), the leader in ESOP administration, announced today the hiring of Bill Yoerger as CEO of Blue Ridge and Coastal Pension Services (“Coastal”). In his new role, Yoerger will lead Blue Ridge and Coastal in servicing their nearly 2,000 ESOP, 401(k), Money Purchase and Defined Benefit Plan customers and continue to grow the business both organically and through strategic acquisitions in the retirement industry.

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NCEO Webinar:Strategic & Administrative Issues Unique to Partial ESOPs

Posted by Blue Ridge ESOP Associates

Jun 9, 2021 10:00:00 AM

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Topics: S-Corp, C-Corporation

Memorial Day 2021

Posted by Blue Ridge ESOP Associates

May 28, 2021 3:37:28 PM

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35th Annual Ohio Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 28, 2021 11:45:23 AM

It's time for the 35th Ohio Employee Ownership Conference - Virtual and Blue Ridge ESOP Associates is proud to be one of the sponsors for this great event. Registration is still open and for one low price, you can send multiple individuals from your company.

May 5-7, 2021

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EO Podcast - Tom Roback on Coastal Pension Acquisition

Posted by Blue Ridge ESOP Associates

Apr 26, 2021 10:48:08 AM

Bret Keisling of the EO Podcast invited Tom Roback, President of Blue Ridge ESOP Associates, onto the podcast to discuss Blue Ridge's acquisition of Coastal Pension Services, Inc. He explains in the podcast why this is a strong strategic move for both companies and gives more depth to the 401(k) administration services. Overall, both companies have operated under the same structure and are not financial advisors nor daily recordkeepers, so this will allow us to continue to work with any financial advisors and almost any 401k recordkeeper platform. The expansion of the Blue Ridge team allows us to keep in line with our mission which is to continue to be the ESOP and 401(k) administration firm of choice. The podcast can be heard here on our growing YouTube channel.

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Blue Ridge Acquires Coastal Pension Services, Inc.

Posted by Blue Ridge ESOP Associates

Apr 21, 2021 9:15:00 AM

CHARLOTTESVILLE, VA - APRIL 21, 2021: Blue Ridge ESOP Associates (“Blue Ridge”) is pleased to announce it has acquired Coastal Pension Services, Inc. (“Coastal Pension”), of Columbia, MD. The acquisition allows Blue Ridge to continue as the leader in ESOP administration while expanding its qualified retirement plan administration. In addition to our ESOP business, this will expand the administration of 401(k), Profit Sharing, Money Purchase and Defined Benefit plans to more than 1,000 qualified retirement plans. As we continue our leadership in the ESOP industry, the addition of Coastal Pension accelerates Blue Ridge’s efforts to grow through strategic acquisitions in the ESOP and 401(k) markets.

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2021 NCEO Employee Ownership Conference

Posted by Blue Ridge ESOP Associates

Apr 16, 2021 5:34:19 PM

It's time for the NCEO Employee Ownership Conference and Blue Ridge is a proud sponsor.

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NCEO Webinar:Explaining ESOP Diversification to Participants

Posted by Blue Ridge ESOP Associates

Mar 10, 2021 10:15:00 AM

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Topics: ESOP Communications, Diversification