TPA Senior

Cherry Bekaert • Raleigh, NC

5d

About The Position

Cherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients’ retirement plans meet all legal and operational requirements.

Requirements

• Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans.
• Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation.
• Excellent analytical, organizational, and communication skills.

Nice To Haves

• Familiarity with ERISA and related compliance requirements is a plus.

Responsibilities

• Deliver comprehensive TPA services for 401(k) and profit-sharing plans.
• Prepare and file Form 5500 and related schedules accurately and on time.
• Perform compliance testing, including ADP and ACP testing, and manage cross-tested allocations.
• Assist with plan design and implementation tailored to client needs.
• Ensure adherence to ERISA and other U.S. laws governing retirement plans.
• Collaborate with clients and internal teams to resolve complex plan administration issues.
• Maintain proficiency in retirement plan regulations and industry best practices.

Benefits

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
• The opportunity to innovate and do work that motivates and engages you
• A collaborative environment focused on enabling you to further your career growth and continuous professional development
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
• Flexibility to do impactful work and the time to enjoy your life outside of work
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures
• annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees