Retirement Plan Consultant

REMOTE, (none selected) | Fully Remote

Posted: 05/23/2023 Industry: Employee Benefits & Retirement Services Job Number: KO23.4.6.1 Pay Rate: $70k-$95k Experience:

Job Description

Daily responsibilities include:

  • Effectively communicate internally and with clients, advisors, and other professionals
  • Experience in Defined Contribution and/or Defined Benefit plans will be considered.
  • Eligibility Determination
  • Allocations, Reconciliations and Terminations of plan experience is necessary.
  • Preparation of Forms 5500-SF and 8955-SSA
  • Reconciliation of trust assets.
  • Plan Document amendments and restatements as needed.
  • Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
  • Contribution Calculation
  • Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred


Job Requirements

Ideal candidate has:

  • At least 2+ years of retirement plan administration experience
  • No designations required but always appreciated.
  • Experience with around 100 plans.
  • TPA background.
  • A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
  • Strong organizational skills and the ability to work independently.
  • Proficiency in Excel, Word and Outlook
  • Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
  • Excellent client communication skills
  • Ability to handle duties with confidentiality and extreme professionalism.

Meet Your Recruiter

Kayla Omiecinski

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