Senior ESOP Administration Consultant
About The Position
Where Technical Expertise Meets Purpose-Driven Impact Use your ESOP expertise to help employees across the country build financial independence. At Blue Ridge Associates, we don’t just administer retirement plans — we help people build lasting financial security. Through Employee Stock Ownership Plans (ESOPs) and 401(k) services, we empower employees to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a wide range of businesses that believe in sharing success with their people. Whether remote or based in one of our seven offices across the country, our team works together with a shared mission: to make it easy for plan sponsors and professionals to provide wealth-building benefits to business owners and their employees. About Blue Ridge Associates We are a professional services firm providing third-party retirement plan administration services to companies that sponsor ESOPs, 401(k), and other qualified retirement plans. Our offices are located in Charlottesville, VA, Columbia, MD, Columbus, OH, Westchester, IL, Pasadena, CA, and Maple Grove, MN — but our clients span the country. We are one of the top two firms nationwide for ESOP recordkeeping and administration, and we continue to expand our services in 401(k), defined benefit, and cash balance plans. That’s Where You Come in as a Senior ESOP Administration Consultant Blue Ridge Associates is seeking a Senior ESOP Administration Consultant to manage complex plan engagements and serve as a technical expert and trusted resource for both clients and teammates.
Requirements
- 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
- QPA or QKA certification preferred or in progress
- 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
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
Benefits
- Competitive salary & comprehensive 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
- A collaborative and inclusive company culture: virtual happy hours, birthday celebrations, and annual gatherings
- Employee-led committees and opportunities to participate in charitable initiatives and internal projects
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
