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Sales Consultant

Cherry Bekaert LLP

in Telecommute / Rockville MD / Virginia Beach VA

Do you have administrative experience with retirement plans, along with health and welfare plans? Is client service part of your DNA? Do you get satisfaction out of helping companies provide for their people’s long-term security? If you find yourself nodding along, keep reading.

Cherry Bekaert has been providing trusted advice and services to our clients for over 70 years. We currently have a career opportunity for a Plan Consultant in our Qualified Plan Administration team, through which we provide unbundled services including plan documentation, compliance and reporting for our client’s defined contribution and defined benefit plans. Remote work consideration can be given to the right candidate; however, if you enjoy the camaraderie of working in a team, this role can sit in either our Virginia Beach, VA or Rockville, MD office. We offer in-depth training and ongoing career development and support.

What your days look like:

At the direction of your supervisor, you will:

  • Design plans
  • Process new plans and maintain and update data in existing plans
  • Respond to transactional requests from plan sponsors and plan members, including adding and removing employees, determining eligibility, processing disbursements and loan requests, and calculating vesting and matching contributions
  • Act as the day-to-day contact between the plan sponsor and the investment manager
  • Prepare plan data necessary to complete compliance testing
  • Assist with quarterly and annual plan audits
  • Provide data for valuation reports, participant statements and annual testing
  • Receive distribution and loan paperwork, coordinating processing with asset holder
  • Prepare Form 5500 and/or Form 8955-SSA and coordinating with plan sponsor to help ensure timely filing
  • Maintain knowledge of present legislation and recently proposed changes with regard to ERISA law

What you need for this job:

  • Bachelor’s degree (preferably in a business discipline) or equivalent work experience
  • 3-5 years’ ERISA experience in the retirement industry
  • ASPPA credentials or credentialing in process
  • Experience in analysis of financial data required
  • Experience in Relius software (Plan Documents and Administration) and FT Williams (Form 5500 and Form 8955-SSA)
  • Experience with GFR strongly preferred; or other file management system
  • Demonstrated experience communicating with clients as the key point of contact
  • Strong attention to detail, ability to prioritize, and capability to perform work independently or as the member of a team

What you can expect from us:

  • Flexible work arrangements with generous PTO
  • Competitive salary and 401k
  • Career development opportunities
  • Employee Wellness plans
  • Collaborative environment focused on career and leadership development
  • Casual “Dress for your Day” policy

How to Apply

Apply Now


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