Description
Where Technical Expertise Meets Purpose-Driven Impact
Use your retirement plan knowledge 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 across the country to take ownership of their financial futures. We’re proud to be one of the top ESOP administration firms in the nation, serving a diverse range of companies that believe in sharing success with their people.
Whether remote or based in one of our seven offices across the country, our team members work 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.
That’s Where You Come in as a Senior KSOP Plan Administration Consultant
KSOP Consultants are responsible for all aspects of retirement plan administration for an assigned group of retirement plans.
Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Manage all aspects of administration for an assigned block of plans.
- Consult with plan sponsors and advisors regarding plan related matters
- Ability to read and interpret plan documents
- Calculate employer contributions (including cross-tested contributions)
- Perform all annual compliance testing
- Calculate and process refunds (including 415 refunds)
- Complete Form 5500, Form 5500-SFs, and Form 5330.
- Assist clients with the correction of operational issues
Requirements
- Bachelor's degree preferred.
- 5+ years of A-Z administration is required
- Experience working “unbundled” with national daily recordkeeping platforms is required
- Experience with ASC, Relius, Datair, or FT Williams is required.
- Experience with Pension Pro is a plus, but not required
- ESOP/KSOP knowledge is required
- Experience using Microsoft Word, Excel, Outlook, and the ability to learn new software quickly
- Excellent oral and written communication skills
- Self-starter, details oriented, motivated
- Excellent organization, prioritization, and problem-solving skills.
- QKA professional designation is desired or willingness to obtain
- Must be able to provide and maintain a distraction-free work environment, a professional workspace, and reliable high-speed internet connection.
Why You’ll Love Working Here as a Senior KSOP Plan Administration Consultant
You’ll join a company that values hard work, supports each other, and believes in doing work that matters.
We offer:
- Remote-first work culture with in-office options (VA, MD, OH, IL, CA, MN)
- Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and professional development
- A collaborative and inclusive company culture: happy hours, social events, employee-led committees, and volunteer opportunities
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
This is more than a job. It’s your opportunity to build a meaningful career while helping others build financial security for life.
Apply now and make a career out of making a difference!
Blue Ridge is committed to equal pay and pay transparency.
The annual base salary range for this position is $80,000 - $125,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.
Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.
Equal Opportunity Employer
Must be authorized to work in the US.
Skills Required
- Bachelor's degree
- 5+ years of A-Z retirement plan administration
- Experience working unbundled with national daily recordkeeping platforms
- Experience with ASC, Relius, Datair, or FT Williams
- Experience with Pension Pro
- ESOP/KSOP knowledge
- Experience using Microsoft Word, Excel, Outlook and ability to learn new software quickly
- Excellent oral and written communication skills
- Self-starter, detail-oriented, motivated
- Excellent organization, prioritization, and problem-solving skills
- QKA professional designation or willingness to obtain
- Ability to provide and maintain a distraction-free professional workspace and reliable high-speed internet
What We Do
Transition Finance Strategies LLC, doing business as Blue Ridge ESOP Associates, is a leading professional services firm specializing in the administration and recordkeeping of Employee Stock Ownership Plans (ESOPs) and 401(k) plans. The company provides technology-enhanced solutions to help businesses share success with their employees, empowering them to build lasting financial security and independence through comprehensive retirement plan management and communication services.
