Blue Ridge Associates

Assist with the ESOP distribution payment process, including preparing forms and processing check reissues. Communicate with plan participants and clients to resolve questions regarding benefit payments.

The Senior ESOP Communication Consultant develops and delivers advanced communication strategies and educational materials for clients with Employee Stock Ownership Plans. This role also provides leadership on complex client engagements, mentors junior team members, and facilitates workshops for diverse employee groups.

The consultant will manage a portfolio of 401(k) client relationships, acting as the primary contact for navigating complex qualified retirement plans. Responsibilities include performing annual compliance testing, calculating employer contributions, preparing government forms, and processing plan transactions like loans and distributions.

The ESOP Communication Consultant I supports employee communication initiatives for ESOP clients by assisting in the development of presentations, print/digital materials, and webinars, while delivering educational content both on-site and virtually. This role involves managing project components independently, collaborating internally, and fostering employee ownership culture through various engagement activities.

The consultant will manage the full cycle of ESOP plan administration, serving as a key resource for clients navigating employee ownership complexities. Responsibilities include performing compliance testing, recordkeeping, distributions, regulatory reporting, and resolving technical plan issues.

The Senior ESOP Administration Consultant will primarily manage a caseload of complex ESOP client engagements, handling all aspects of plan administration including compliance testing, allocations, distributions, and recordkeeping. This role also involves preparing and reviewing government filings, serving as the main client contact, and providing technical support and mentorship to junior staff.