Doeren Mayhew is a $165 Million certified public accounting and advisory firm headquartered in Troy, Michigan with offices in Houston, Miami, Dallas, Charlotte, Tampa, Grand Rapids, Atlanta, Zurich, and London. Founded in 1932, Doeren Mayhew is recognized as an Inside Public Accounting Top 100 public accounting firm. Today we are a Top 60 CPA firm in the nation. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Doeren Mayhew is hiring a Retirement Plan Specialist to join our Grand Rapids, MI office specializing in retirement plan administration, implementations & conversions as well as plan document preparation. The person in this hybrid role with be responsible for administering a small book of retirement plans, as well as coordinating with outside advisors, recordkeeping platforms and clients on plan implementations and conversions.

RESPONSIBILITIES:

• Administer small book of 15 – 25 retirement plans. Preparation of valuation reports, performing nondiscrimination testing, calculation of employer contributions, processing loans and distributions, reconciliation of plan activity, trust accounting, and vesting calculations.
• Prepare annual governmental filings including Form 5500, 8955 and 5330.
• Communicate with clients and their representatives regarding annual administration, testing, corrections, and related issues via phone and email.
• Prepare adoption agreements, Summary Plan Descriptions (SPD), board resolutions and other documentation. Coordinate execution of plan documents as required.
• Coordinate set up and conversion of new and existing retirement plans. Facilitate periodic meetings with clients and advisors regarding the transition timeline.
• Consult with client, prior recordkeeper and TPA, if applicable, to ensure accurate and complete information obtained. Facilitate the transfer of plan assets and reconciliation of assets to participant accounts.
• Provide backup to supervisor and team members as needed.
• Proactively suggest changes in procedures, forms, and checklists to reduce errors and improve efficiencies.
• May manage special projects as assigned.

QUALIFICATIONS:

• Bachelor’s degree preferred
• Minimum three years of retirement plan industry experience required
• Hands on experience with retirement plan recordkeeping systems (e.g. Relius) preferred
• Work independently with Microsoft Outlook, Excel, Word, and Adobe PDFs
• Possess strong time management and organizational skills
• Possess good interpersonal skills, including oral and written communication
• Excellent analytical and problem-solving skills
• Ability to prioritize with a high level of commitment to accuracy and detail.
• Demonstrate ability to manage a high volume of concurrent projects
• Maintain accurate understanding of how our internal processes interact together, at both team and organization levels
• Available to work extra hours during busy season

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.