TPA Senior at Cherry Bekaert in Raleigh, NC | USD73,500-114,100 | Kablio

Role

Description

erisa compliance

tpa services

plan design

client collaboration

form 5500

compliance testing

Ensure adherence to ERISA and other U.S. laws governing retirement plans.
Deliver comprehensive TPA services for 401(k) and profit-sharing plans.
Assist with plan design and implementation tailored to client needs.
Collaborate with clients and internal teams to resolve complex plan administration issues.
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.

Requirements

adp

acp

excel

erisa

analytical

form 5500

Maintain proficiency in retirement plan regulations and industry best practices.
Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation.
Familiarity with ERISA and related compliance requirements is a plus.
Excellent analytical, organizational, and communication skills.
Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans.

Benefits

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

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

no work sponsorship will be provided; candidates must be eligible to work in the u.s.

Security clearance

Information not given or found

Company

Overview

1956 Established

Year Founded

The firm was established in 1956, marking the beginning of its journey as a leading CPA and advisory firm.

Known for delivering audit, tax, and consulting services to a wide range of industries.
Works with clients across sectors like energy, government, healthcare, and technology.
Offers specialized knowledge in areas like financial services and healthcare compliance.
Plays a key role in helping businesses navigate complex financial landscapes.
Serves as a trusted advisor for large corporations, small businesses, and nonprofits alike.
Has earned a loyal client base across the United States and beyond.

Culture + Values

Client-First Mindset

Client-Centric Approach

The company prioritizes client needs and satisfaction in all aspects of its operations.

Innovative Strategies

Creative Solutions

The company employs cutting-edge and forward-thinking strategies to drive growth and success.

Nationally Recognized

Industry Prestige

The company has earned widespread recognition and acclaim within its industry.

Shared Success

Teamwork and Collaboration

The company's purpose is centered around achieving mutual success through teamwork, energy, and expertise.

Culture by Design

Value-Driven Environment

The company's culture is intentionally created around shared values that guide actions, decisions, and collaboration.

Environment + Sustainability

May 2024

Net Zero Cloud ESG Service Launched

Partnered with Salesforce to provide a cutting-edge service for managing carbon footprint and compliance with climate reporting standards.

Helps clients measure, report and manage carbon footprint via data‑driven platform
Implements program‑specific forecasting, scenario planning and automated ESG reporting
Supports clients in meeting evolving SEC and global climate reporting requirements

Inclusion & Diversity

87%

Employee Satisfaction

Employees report feeling it is a great place to work.

93%

Management Trust

Employees say management is honest and ethical.

92%

Responsibility

Employees feel they are given appropriate responsibility.

Promotes an inclusive environment where everyone is heard, respected, and celebrated.
Facilitates meaningful and intentional conversations to champion inclusion and belonging.
Hosts Employee Resource Groups, cultural awareness, and inclusive leadership training.
Joined Accounting+ coalition to strengthen DEI pipeline in accounting.

Articles

About Cherry Bekaert

Careers at Cherry Bekaert

Services Overview

Industries We Serve

Company

Overview

1956 Established

Year Founded

The firm was established in 1956, marking the beginning of its journey as a leading CPA and advisory firm.

Known for delivering audit, tax, and consulting services to a wide range of industries.
Works with clients across sectors like energy, government, healthcare, and technology.
Offers specialized knowledge in areas like financial services and healthcare compliance.
Plays a key role in helping businesses navigate complex financial landscapes.
Serves as a trusted advisor for large corporations, small businesses, and nonprofits alike.
Has earned a loyal client base across the United States and beyond.

Culture + Values

Client-First Mindset

Client-Centric Approach

The company prioritizes client needs and satisfaction in all aspects of its operations.

Innovative Strategies

Creative Solutions

The company employs cutting-edge and forward-thinking strategies to drive growth and success.

Nationally Recognized

Industry Prestige

The company has earned widespread recognition and acclaim within its industry.

Shared Success

Teamwork and Collaboration

The company's purpose is centered around achieving mutual success through teamwork, energy, and expertise.

Culture by Design

Value-Driven Environment

The company's culture is intentionally created around shared values that guide actions, decisions, and collaboration.

Environment + Sustainability

May 2024

Net Zero Cloud ESG Service Launched

Partnered with Salesforce to provide a cutting-edge service for managing carbon footprint and compliance with climate reporting standards.

Helps clients measure, report and manage carbon footprint via data‑driven platform
Implements program‑specific forecasting, scenario planning and automated ESG reporting
Supports clients in meeting evolving SEC and global climate reporting requirements

Inclusion & Diversity

87%

Employee Satisfaction

Employees report feeling it is a great place to work.

93%

Management Trust

Employees say management is honest and ethical.

92%

Responsibility

Employees feel they are given appropriate responsibility.

Promotes an inclusive environment where everyone is heard, respected, and celebrated.
Facilitates meaningful and intentional conversations to champion inclusion and belonging.
Hosts Employee Resource Groups, cultural awareness, and inclusive leadership training.
Joined Accounting+ coalition to strengthen DEI pipeline in accounting.

Articles

About Cherry Bekaert

Careers at Cherry Bekaert

Services Overview

Industries We Serve