Demo

Managing Director

Forvis Mazars
Little Rock, AR Full Time
POSTED ON 4/15/2025
AVAILABLE BEFORE 5/15/2025

Requisition Number 2234190 Description & Requirements

If you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.

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
  • J-18808-Ljbffr

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a Managing Director?

    Sign up to receive alerts about other jobs on the Managing Director career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $59,030 - $72,438
    Income Estimation: 
    $67,182 - $95,497
    Income Estimation: 
    $68,734 - $85,597
    Income Estimation: 
    $77,209 - $106,382
    Income Estimation: 
    $68,734 - $85,597
    Income Estimation: 
    $67,182 - $95,497
    Income Estimation: 
    $85,464 - $107,127
    Income Estimation: 
    $125,305 - $173,168
    Income Estimation: 
    $105,160 - $136,618
    Income Estimation: 
    $67,182 - $95,497
    Income Estimation: 
    $140,259 - $182,176
    Income Estimation: 
    $125,305 - $173,168
    Income Estimation: 
    $36,960 - $49,500
    Income Estimation: 
    $46,660 - $59,490
    Income Estimation: 
    $46,698 - $56,511
    Income Estimation: 
    $53,091 - $66,145
    Income Estimation: 
    $125,305 - $173,168
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Forvis Mazars

    Forvis Mazars
    Hired Organization Address Flowood, MS Full Time
    Description & Requirements As a Tax Senior Associate at Forvis Mazars, you value working closely with others to plan for...
    Forvis Mazars
    Hired Organization Address Asheville, NC Full Time
    Description & Requirements As a Tax Senior Associate at Forvis Mazars, you value working closely with others to plan for...
    Forvis Mazars
    Hired Organization Address Tampa, FL Full Time
    Description & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the re...
    Forvis Mazars
    Hired Organization Address Kennedy, FL Full Time
    Description & Requirements Our firm provides assurance services that go beyond the compliance function. Alongside the re...

    Not the job you're looking for? Here are some other Managing Director jobs in the Little Rock, AR area that may be a better fit.

    Senior Managing Director

    Vishay Precision Group, Inc. (VPG), Malvern, AR

    MANAGING ATTORNEY

    State of Arkansas, Little Rock, AR

    AI Assistant is available now!

    Feel free to start your new journey!