Job Description
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.
**Key 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 pract...
**Key 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 pract...
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