Blue Ridge ESOP Associates offers the best 401(k) solution available in the marketplace because of three unique characteristics.

Investment Independence & Flexibility.
We work with independent investment advisors and have no proprietary fund requirements. Our 401(k) platform offers Plan Sponsors and investment advisors over 900 investment fund options. In addition to a menu of investment options, your employees will enjoy the flexibility of the Fund Window® which enables them to fine-tune their 401(k) portfolio to their individual investment needs by giving them access to the 900 plus funds in our platform.

Employee Education and Enrollment.
Employee education is critical to ensuring the highest possible participation rate among your employees. Our independent investment advisors recognize this and are focused on providing current, on-going education to your employees. Through ESOPConnection and 401kPlace, our online ESOP and 401(k) management tools, we offer targeted 401(k) education to help you achieve the highest possible participation among your employees.

100% Transparency of Fees and Investment Returns.
The Blue Ridge 401(k) platform allows your employees to invest in funds at the lowest possible expense ratio available in the industry. We fully disclose recordkeeping fees, investment management fees and fund expenses. The vast majority of the funds offered through our platform are exchange-traded funds and the investment returns and expenses can be verified directly by the Plan Fiduciaries.

For more information about 401kPlace, contact Tom Roback at
800-331-7039.