Retirement Plan Administration Consultant

Summary

Join our Retirement Plan Administration Department and contribute to developing employee benefits programs that meet client needs, while enjoying a diverse work environment with flexibility to work where you want and how you want.

Requirements

• Bachelor’s Degree in Accounting, Finance, Business Administration or related field
• 2+ years of applicable experience with retirement plans
• Knowledge of ERISA and IRS regulations pertaining to retirement plans
• Ability to understand plan document language

Responsibilities

• Prepare Forms 5500 and related schedules
• Responsible for plan administration, including trust accounting and other related projects
• Possess technical skills that are required to perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing
• Perform ERISA research relating to employee benefit plans and payroll issues
• Prepare employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas)
• Respond to client questions or inquiries in a timely manner
• Draft and develop client communications
• Identify and communicate opportunities/issues with superior

Preferred Qualifications

• Experience with Employee Stock Ownership Plans (ESOPs)
• Experience with Relius software
• Experience with Forms 5500 and 1099-R and proficiency with preparation
• Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing)
• ASPPA, CEBS, or NIPA certification(s)
• QKA certification or actively working towards it

Benefits

• 401(k)
• Dental insurance
• Disability insurance
• Employee assistance program
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Tuition reimbursement
• Vision insurance
• Work from home