Blue Ridge Associates · 4 days ago
Senior ESOP Administration Consultant
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expBlue Ridge Associates is a professional services firm that provides third-party retirement plan administration services, focusing on ESOPs and 401(k) plans. They are seeking a Senior ESOP Administration Consultant to manage complex ESOP client engagements, ensuring compliance and providing expert support to clients and team members.
Financial Services
No H1B
Responsibilities
Administering a caseload of complex ESOP clients
Managing all aspects of plan administration including compliance testing (e.g., 409(p)), allocations, distributions, and recordkeeping
Preparing and reviewing government filings (e.g., Form 5500)
Serving as the main point of contact for client communication
Reviewing plan documents and resolving technical questions
Supporting and mentoring junior team members
Participating in special projects or initiatives as needed
Qualification
Required
Bachelor's degree required (Accounting, Finance, Math, or Economics preferred)
10+ years of experience working specifically with ESOPs
Strong knowledge of ESOP-related compliance testing, including 409(p)
Experience in plan review and technical interpretation
Advanced proficiency in Microsoft Excel; strong skills in Microsoft Word
Excellent communication, time management, and problem-solving skills
Ability to work more than 40 hours per week during peak times
Preferred
QPA or QKA certification preferred or in progress
Benefits
Medical, dental, vision, life, disability
401(k) with company match + HSA/FSA with company contribution
Generous PTO for vacation, holidays, and parental leave
Support for professional development, certifications, and association dues
Virtual happy hours, birthday celebrations, and annual gatherings
Employee-led committees and opportunities to participate in charitable initiatives and internal projects
Company
Blue Ridge Associates
We are the trusted partner for retirement plan professionals and sponsors.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Levine Leichtman Capital Partners
2020-03-26Private Equity
2002-01-01Private Equity
Leadership Team
Bill Yoerger
Chief Executive Officer
Ashley Waters
CFO & Managing Director
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