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Senior Plan Consultant

Cherry Bekaert LLP

in Virginia Beach VA / Rockville MD / Telecommute

Cherry Bekaert LLP

Do you have design and administration experience with retirement, along with health and welfare plans? Does providing a service offering to companies that significantly impacts their people bring you satisfaction? Is client-service a part of your DNA? If you find yourself nodding along, keep reading.

Cherry Bekaert is one of the country’s top public accounting firms and we have been providing trusted advice and services to our clients for over 70 years. We currently have a career opportunity for a Senior 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.

What your days look like:

  • Assisting clients with initial and ongoing plan design and document support, to include meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan, and responding to client requests for information
  • Preparing and loading plan data necessary to complete compliance testing
  • Responsible for all aspects of valuation reports, participant statements and annual testing
  • Performing the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, and 402(g)
  • Reviewing distribution and loan paperwork, coordinating processing with asset holder
  • Preparing Form 5500 and/or Form 8955-SSA and coordinating with plan sponsor to help ensure timely filing
  • Assisting auditors if a plan is subject to an audit
  • Coordinating with all applicable parties, both internal and external, to ensure accurate conversion process for new clients
  • Maintaining 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
  • 5-7 years ERISA experience in the retirement industry
  • ASPPA credentials strongly preferred
  • Experience in analysis of financial data required
  • Experience in Relius software (Plan Documents and Administration) and FT Williams (Form 5500 and Form 8955-SSA)
  • 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
  • Employee Wellness plans
  • Collaborative environment focused on career and leadership development
  • Casual “Dress for your Day” policy

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

How to Apply

Apply online using this link.


This ad has been viewed 715 times. It expires on 8/24/2019.

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