Blue Ridge Associates

06/23/2026

Members of our Wisconsin team spent their Day of Giving volunteering at High Cliff State Park, helping keep this beautiful outdoor space clean and welcoming for visitors.

The team worked together to pick up litter throughout the park. It was a great morning spent giving back to the community.

06/22/2026

Members of our Maryland team participated in the Society of Italian American Businessmen Annual Golf Outing on June 15th to support SARC (Harford County), an organization dedicated to providing resources, advocacy, and support for individuals impacted by domestic violence.

As part of our Day of Giving, we proudly sponsored team members Kent Hieronymus, Kevin Rogers, and Tom Roback for the event. Monica Flavin and Missy Linkins also volunteered to help make the day a success.

It was a meaningful opportunity to come together in support of an important cause while strengthening connections within the community. Thank you to everyone who participated!

06/19/2026

Please join us in welcoming Bentley Stone, Connie Filippa, and Ray Dobrican to the Blue Ridge Associates team!

Bentley joins our ESOP Administration team as an ESOP Administration Analyst, while Ray returns to Blue Ridge as an ESOP Administration Analyst following a successful internship with us last summer.

Connie joins our ESOP Client Care team as a Client Relationship Manager.

We’re excited to have them on board and look forward to their contributions to the team.

Welcome, Bentley, Connie, and Ray!

06/17/2026

Our Illinois team spent the Day of Giving at Belmont Prairie, rolling up their sleeves to help remove invasive reed canary grass and support the preservation of this important natural habitat.

It was a rewarding day of teamwork, service, and time spent outdoors, all while contributing to local conservation efforts. We're proud to give back to the communities where we live and work.

06/17/2026

Members of our California team spent the morning volunteering at the Mary S. Roberts Pet Adoption Center, a no-kill animal shelter dedicated to providing care and finding loving homes for animals in need.

The team helped organize food boxes and bags in the shelter's warehouse. They also had the opportunity to spend time socializing with the animals, making the day even more rewarding.

It was a meaningful experience filled with teamwork, service, and plenty of furry friends!

06/10/2026

We’re excited to welcome Frederick Wetzel to the Blue Ridge Associates team as an ESOP Communication Consultant.

Frederick brings more than 12 years of experience in instructional design, employee training, and learning technologies. His expertise in developing engaging communication and learning solutions helps employees better understand and connect with company programs and benefits.

We’re thrilled to have him on board and look forward to his contributions.

Welcome, Frederick!

06/04/2026

Blue Ridge Associates is hiring a New Business Consultant!

In this remote role, you'll lead the onboarding of new 401(k), profit sharing, defined contribution, and ESOP clients, coordinating with advisors, CPAs, recordkeepers, and internal teams to ensure a smooth transition from sale to plan administration. You'll also prepare and review plan documents, support compliance requirements, manage plan conversions, and serve as a key resource throughout the onboarding process.

This opportunity is ideal for retirement plan professionals who enjoy combining technical expertise with client service to help organizations deliver meaningful retirement benefits.

Apply here: https://www.linkedin.com/jobs/view/4424435958

06/03/2026

Please join us in welcoming Misthi Choksi, Kai Burton, and Moksha Davaloor to Blue Ridge Associates as our Summer Interns!

We're excited to have these talented students join us for the summer as they gain hands-on experience, build new skills, and learn more about the retirement plan and employee ownership industry.

We look forward to supporting their professional growth while seeing the contributions they'll make during their time with us.

Welcome to Blue Ridge Misthi, Kai, and Moksha!

05/29/2026

Barbara Clough from Blue Ridge Associates joins Alexis Odden for the upcoming National Center for Employee Ownership (NCEO) webinar on the Form 5500 audit process from the CPA, TPA, and plan sponsor perspectives.

The session covers audit preparation, auditor selection, and timeline coordination across teams.

NCEO members, be sure to register!

Audit season has a way of exposing gaps nobody knew were there—missing documentation, unclear timelines, or a CPA waiting on a TPA waiting on the plan sponsor.

Next Thursday's NCEO webinar with Barbara Clough and Alexis Odden cuts through that.

Join us for a walkthrough of the Form 5500 audit process, featuring the CPA firm, TPA firm, and plan sponsor perspective. Leave knowing what to pull together before your auditor asks, how the selection process works, and how to build a timeline your whole team will actually follow.

Included in your NCEO membership
REGISTER NOW: https://www.nceo.org/events/webinar-the-form-5500-audit-esop

05/29/2026

It is great to see the impact of strong ESOP communication in action. Thank you to Schorn Construction for the opportunity to work with your employee owners across multiple job sites and states.

Cecilia Miller from the Blue Ridge Associates team enjoyed leading this session and helping reinforce what employee ownership means for every member of the company. Building understanding and engagement around ESOPs is what drives long-term success.

Great job to the ESOP Communications Committee for bringing everyone together for such an important conversation!