Retirement Plan Administration Consultant

Summary

Join Boulay's Retirement Plan Administration team as a Retirement Plan Administration Consultant. You will assist with retirement plan administration, testing, and compliance, working under limited supervision. Responsibilities include preparing Forms 5500, performing compliance testing, conducting ERISA research, and responding to client inquiries. The role requires 2+ years of experience with retirement plans, knowledge of ERISA and IRS regulations, and strong analytical and computer skills. A bachelor's degree and specific certifications are preferred. Boulay offers a diverse work environment with flexible schedules and a wide range of benefits, including health insurance, paid time off, and a 401k.

Requirements

• 2+ years of applicable experience with retirement plans
• Knowledge of ERISA and IRS regulations pertaining to retirement plans
• Ability to understand plan document language and apply accounting concepts and theory
• Strong computer skills
• Exceptional analytical skills, strong attention to detail, organizational skills and can prioritize work to meet client timelines

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

Preferred Qualifications

• Bachelor’s Degree in Accounting, Finance, Business Administration or related field
• Experience with: Employee Stock Ownership Plans (ESOPs)
• Experience with: Relius software
• Forms 5500 and 1099-R and proficiency with preparation
• 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