Remote Defined Contribution Plan Consultant

Farmers National Bank of Canfield; Cranberry Township (Butler County); On-site; USD 55,000 - 75,000; Full time

Job summary

Farmers National Banc Corp. seeks a professional to review, analyze and amend Defined Contribution plans, and to prepare summary plan descriptions, reports and recommendations. You will submit government filings, prepare loan documents, and track loan payments, while maintaining client communications.

What you bring: at least two years' experience with defined contribution plans, strong math or accounting skills, and a HS diploma or GED. E-Verify is used; Equal Opportunity Employer.

Qualifications

• Minimum of two (2) years' experience with defined contribution plans preferred
• High School Diploma or G.E.D. required
• Basic math and/or accounting skills

Responsibilities

• Compile data to produce quarterly/annual allocation reports and enroll SPD for new employees.
• Reconcile plan assets for each valuation period.
• Prepare IRS Form 5500 and related schedules; file electronically.
• Prepare loan documents and amortization schedules; track repayments.
• Maintain contact with clients and respond to inquiries; conduct necessary research.
• Conduct open enrollments and assist with plan amendments and compliance tests.

Skills

Retirement Planning

Education

Bachelors of Finance

Bachelors of Accounting

High School (required)

Job description

Farmers National Banc Corp. seeks a professional to review, analyze and amend Defined Contribution plans, and to prepare summary plan descriptions, reports and recommendations. You will submit government filings, prepare loan documents, and track loan payments, while maintaining client communications.

What you bring: at least two years' experience with defined contribution plans, strong math or accounting skills, and a HS diploma or GED. E-Verify is used; Equal Opportunity Employer.