Managing Director | Retirement Plan Consulting

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2234190

Position Title:

External Description: Description & Requirements

Forvis Mazars Wealth Advisors, LLC, a wholly owned subsidiary of Forvis Mazars LLP, has an opening for an experienced Retirement Plan Administrator, within its Retirement Plan Consulting practice. This position requires outstanding analytical abilities, attention to detail, accuracy, and problem-solving ability. Candidates must possess excellent verbal and written communication skills and the ability to provide an extremely high level of service to our clients. Have the chance to work with great people and experience rewarding career opportunities.

How you will contribute:

• Review plan census information to determine eligibility and calculate vesting
• Review plan document provisions to determine if the plan is operating accordingly
• Analyze annual compliance exams for non-discrimination, coverage, and other issues
• Assist with the review and processing of participant distribution and loan requests
• Prepare various governmental filings and notices to plan sponsors and participants

We are looking for people who have Forward Vision and:

• Achievement of, or ability to work towards related industry designations
• Demonstrated attention to detail, time management, strong communication skills, and ability to work independently
• Excellent written and verbal skills
• Ability to coordinate and work on multiple, concurrent projects
• Ability to complete assignments with minimal supervision
• Passion for serving clients

Minimum Qualifications:

• Bachelor's degree, preferably in accounting or finance
• The ability to work expanded work hours is required from January through April
• At least 10 years of retirement plan administration or accounting experience
• Experience with retirement plan software
• Experience with ERISA documents including amendments, restatements, SPD, and SMM generation
• Contribution calculations (Profit Sharing, Integration, Age-Weighted, Cross-Tested)
• Preparation of annual valuation/compliance reports
• Preparation of Form 5500

Preferred Qualifications:

• QKA, QPA or CPC designations preferred, CPA designation a plus

#LI-LRA

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City: Little Rock

State: Arkansas

Community / Marketing Title: Managing Director | Retirement Plan Consulting

Location_formattedLocationLong: Little Rock, Arkansas US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.