Retirement Plan Administrator (TPA) / Sr. Compliance Consultant

Weaver Partners; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

Weaver Partners is seeking a Retirement Plan Administrator (TPA) / Sr. Compliance Consultant to manage client relationships and ensure compliance with ERISA and IRS regulations. This remote full-time position offers competitive compensation and an opportunity for professional growth, requiring significant experience in plan administration and compliance with a focus on client service.

Benefits

401(k) with match

Health Insurance

Paid Time Off

Qualifications

• Minimum 2-3 years of administration experience; 8+ years for high salary.
• Hands-on compliance testing background with completion of multiple testing cycles.
• Experience with Form 5500 preparation and various recordkeeping platforms.

Responsibilities

• Serve as main point of contact for assigned clients and ensure compliance.
• Conduct annual compliance testing and prepare Form 5500 filings.
• Support retirement plan implementation and assist in training new associates.

Skills

Plan Administration

Client Communication

Compliance Testing

Financial Reporting

Education

College Degree or equivalent experience

Job description

Retirement Plan Administrator (TPA) / Sr. Compliance Consultant

Retirement Plan Administrator (TPA) / Sr. Compliance Consultant

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This range is provided by Weaver Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $110,000.00/yr

Direct message the job poster from Weaver Partners

Consultant / Institutional Retirement / Client Services / Weaver Partners / [e-mail] / Call to talk about your future 630-566-1577

Position:

Retirement Plan Administrator (TPA) / Sr. Compliance Consultant / Quality Assurance

*Very motivated!*

*Multiple needs*

Location:

REMOTE – work from home - equipment provided

$80k - $110k

Education:

College Degree or equivalent experience

Requirements:

• Must have a minimum of 2-3 years of administration experience, 8+years for high end of salary
• Must have hands-on compliance testing background and have completed 3 full cycle of testing, 10+ cycles of testing for high end of salary
• Must have prepared Form 5500 and other related schedules
• Must have Defined Contribution a plus if DB or Cash Balance included
• Must have performed Employer Calculations to be considered for higher end of salary range
• Must have Management/Team Lead/Quality Review experience to be considered for the high end of salary range
• Must have experience with multiple recordkeeping platforms

Additional notes:

• Experience with 3(16) fiduciary responsibilities is a plus
• Experience with SRT is a plus
• Experience with MEPs, PEPs and ROBS is a plus
• ASPPA and/or NIPA credentials are a plus

Description:

The ideal candidate has relevant experience of 3-8+ years performing hands-on plan administration to an assigned caseload and possesses excellent client communication skills. In addition to plan administration experience, we are looking for candidates that appreciate and will take advantage of continuing education.

Responsibilities and Primary Duties:

· Serve as main point of contact and take “ownership” for assigned clients

· Provide support to financial advisors and referral sources

· Ability to accurately interpret and apply plan document provisions

· Ensure compliance with ERISA DOL and IRS requirements

· Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits etc.

· Preparation and filing of Form 5500 and related schedules

· Prepare projected and actual employer plan contribution calculations with allocation methods

· Trust accounting/financial reporting

· Custodian downloads, uploads and imports

· Contribution reconciliations

· Facilitate vesting updates with custodian

· Plan payroll processing, as needed

· Preparation of custodian correction/update forms, as needed

· Provide support to Senior Retirement Plan Consultants and assist in training of new Associates

· Review of Retirement Plan Associate work for assigned clients

· Assist clients with locating missing participants and securing ERISA bonding

· Required Minimum Distribution (RMD) determination and processing

· Ensure proper coordination and delivery of annual required notices

· Represent the company on client calls and in client meetings, as needed

· Have a working knowledge of custodian websites and processes

· Support the retirement plan implementation, conversion, de-conversion and termination processes

· Collection and review of annual census data and employer questionnaire

· Census imports and data checks

· Determining Highly Compensated Employee (HCE) and Key Employee status

· Loan and distribution support

401(k) w/match, Health Insurance, PTO and more

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Consulting, and Administrative

• Industries

  Financial Services, Insurance, and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Paid maternity leave

Paid paternity leave

Disability insurance

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