Strong time management skills. * Self-motivated and detail oriented. * Ability to work ... Obtain CPA, QKA, QPA, or equivalent certification Why You'll Love Working Here as a Senior ESOP ...
Quick apply
Strong time management skills. * Self-motivated and detail oriented. * Ability to work ... Obtain CPA, QKA, QPA, or equivalent certification Why You'll Love Working Here as a Senior ESOP ...
ESOP Administration Consultant
Charlottesville, VA · On-site
$60K - $115K/yr
You'll manage the full cycle of ESOP plan administration and build long-term, trusted relationships ... Working toward QKA or QPA certification Experience with other plan types (401(k), DB, CB, etc.) Why ...
Quick apply
ESOP Administration Consultant
Charlottesville, VA · On-site
$60K - $115K/yr
You'll manage the full cycle of ESOP plan administration and build long-term, trusted relationships ... Working toward QKA or QPA certification Experience with other plan types (401(k), DB, CB, etc.) Why ...
Manager Qka information
What are the roles and responsibilities of a Manager QKA?
A Manager QKA, or Qualified 401(k) Administrator, is responsible for overseeing the administration and compliance of 401(k) retirement plans. Their duties include ensuring plans adhere to IRS and Department of Labor regulations, managing client relationships, handling plan testing and reporting, and supervising a team of administrators. They also provide guidance on plan design, resolve complex compliance issues, and help clients understand regulatory changes. Strong attention to detail, leadership skills, and deep knowledge of retirement plan rules are essential for this role.
What are some common challenges a Manager QKA faces when overseeing retirement plan administration teams?
One common challenge for a Manager QKA is ensuring that their team consistently adheres to complex regulatory requirements and deadlines associated with qualified retirement plans. Balancing workload distribution and managing client expectations, especially during peak periods such as annual compliance testing and filings, can also be demanding. Additionally, fostering clear communication between team members, clients, and other departments is essential to prevent errors and maintain high service quality. Staying current with evolving pension regulations and industry best practices is crucial for both team effectiveness and professional growth.
What are the key skills and qualifications needed to thrive as a Manager QKA, and why are they important?
To thrive as a Manager QKA (Qualified 401(k) Administrator), you need comprehensive knowledge of retirement plan administration, ERISA regulations, and a QKA credential from ASPPA or similar qualification. Familiarity with recordkeeping software, compliance testing tools, and payroll integration systems is commonly required. Strong leadership, attention to detail, and effective communication skills help manage teams and client relationships efficiently. These competencies ensure accurate plan management, regulatory compliance, and high client satisfaction in a complex financial environment.
What is the difference between Manager Qka vs Supervisor Qka?
| Aspect | Manager Qka | Supervisor Qka |
|---|---|---|
| Responsibilities | Oversees multiple teams, strategic planning, decision-making | Supervises daily operations, team management, task delegation |
| Required Credentials | Typically requires a bachelor's degree, leadership experience | Often requires relevant experience, sometimes certifications |
| Work Environment | Office setting, managerial meetings, planning sessions | On-site supervision, direct team interaction |
| Industry Usage | Common in corporate, manufacturing, and service sectors | Common in retail, hospitality, and manufacturing sectors |
While both roles involve team oversight, the Manager Qka focuses on strategic and high-level management, whereas the Supervisor Qka handles daily team operations and direct supervision. Understanding these differences helps in choosing the right career path or job search focus.
What are the most commonly searched types of Qka jobs in Virginia?
The most popular types of Qka jobs in Virginia are:
What are popular job titles related to Manager Qka jobs in Virginia?
For Manager Qka jobs in Virginia, the most frequently searched job titles are:
What job categories do people searching Manager Qka jobs in Virginia look for?
The top searched job categories for Manager Qka jobs in Virginia are:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 8 days ago
Key responsibilities
Prepare ESOP repurchase obligation studies, including discussing assumptions and reviewing results with clients
Provide consulting on managing repurchase obligation solutions
Assist with new ESOP pre-transaction consulting, plan re-engineering, and support business development activities
Job description
Description:
Where Technical Expertise Meets Purpose-Driven Impact
Build your career while helping people build a stronger financial future.
At Blue Ridge Associates, the work we do has a meaningful impact. We help companies provide retirement and employee ownership benefits that give people the opportunity to build wealth, plan for the future, and take greater ownership of their financial lives.
Through Employee Stock Ownership Plan (ESOP) Administration and Retirement Plan Services (RPS), we combine deep technical expertise with a genuine commitment to our clients and the people they serve. Our team supports companies across the country with complex retirement plan administration, compliance, and consulting services—helping make these important benefits work better for employers and their employees.
What makes Blue Ridge special is our people. We’re a team of professionals who value collaboration, expertise, continuous improvement, and doing work that matters. Whether working remotely or from one of our offices, our employees work together to solve complex problems, support our clients, and make a difference in the financial futures of millions of participants.
About Blue Ridge Associates
Blue Ridge Associates is a leading professional services firm specializing in third-party administration of Employee Stock Ownership Plans (ESOPs) and retirement plans, including 401(k), 403(b), cash balance, pension, and other qualified retirement plans.
Our client base spans the country, while our teams are located internationally across seven offices in the United States and two offices abroad, including Charlottesville, VA; Columbia, MD; Columbus, OH; Monrovia, CA; Riverside, CA; Maple Grove, MN; and Baxter, MN, as well as remote locations.
At Blue Ridge, you’ll have the opportunity to build your expertise, collaborate with talented professionals, and be part of a growing organization whose work helps people build financial security and share in the success of the companies they work for.
That’s Where You Come in as a Senior ESOP Strategy Consultant
A Senior ESOP Strategy Consultant services our clients by providing forecasts and recommendations in the operation of their ESOP.
Essential Functions and Responsibilities:
The primary role for this position is the preparation of ESOP repurchase obligation studies, which includes:
- Discussing assumptions used in the study
- Reviewing results with client
- Providing consulting on managing repurchase obligation solutions
The Strategy Consultant may also:
- Assist with new ESOP pre-transaction consulting and plan re-engineering.
- Assist the Business Development Team – attending proposal meetings and calls with prospects
- Participate in internal and external speaking opportunities (internal training sessions, client webinars, and ESOP conferences)
- Write articles for publication
Skills/Abilities
- Excellent written/oral communication, organization, and client service skills required.
- Strong time management skills.
- Self-motivated and detail oriented.
- Ability to work independently and set priorities with minimal supervision while effectively managing a large project list.
- Advanced knowledge of Microsoft Excel
- Maintain professional working relationships with internal and external clients.
- Interpret ESOP legal documents
Education and Experience
- Bachelor's degree
- 10+ years retirement industry experience with strong background in ESOP knowledge
- Obtain CPA, QKA, QPA, or equivalent certification
Why You’ll Love Working Here as a Senior ESOP Strategy Consultant
You’ll join a company that works hard and supports one another — while doing work that truly matters.
We offer:
· Remote-first work culture with in-office options (VA, MD, OH, CA, MN)
· Competitive salary & comprehensive benefits (medical, dental, vision, life, disability)
· 401(k) with company match + HSA with contribution
· Generous PTO for parental leave, vacation and holiday time
· Support for certifications, association dues, and professional growth
· Company culture built on community: happy hours, social events, committee opportunities, and volunteer opportunities to make a difference
Join Us as We Build Wealth for Generations
Everything we do is driven by our vision. We see a future where more people achieve financial independence, enjoy meaningful retirement, and leave a legacy.
To get there, we live by our values every day:
· Precision – Accurate records, timely and error-free service.
· Efficacy – We ensure compliance, support communication, and guide participants toward retirement readiness.
· Advocacy – We champion regulatory and legislative change that benefits employers and employees.
· Collaboration – Trusted partners to clients, advisors, and teammates alike.
· Excellence – We bring personalized, proactive, high-touch service to everything we do.
This is more than a job. It’s your chance to create lasting impact — for your career, for your clients, and for the people whose futures you work to shape every day.
Apply now and make a career out of making a difference!
Blue Ridge is committed to equal pay and pay transparency.
The annual base salary range for this position is $95,000 - $145,000. This range represents the anticipated pay for this role across multiple U.S. labor markets and is intended as a general guideline.
Actual compensation will be determined based on a variety of factors, including but not limited to the scope and responsibilities of the role, relevant experience, work location, education and training, key skills, internal equity, external market data, and current business considerations.
Equal Opportunity Employer
Must be authorized to work in the US.