Retirement Plan Consultant

SaveDay Inc; Sunnyvale (CA); On-site; USD 70,000 - 90,000; Full time

Job summary

SaveDay Inc in Sunnyvale, California, is seeking a qualified professional for ERISA plan administration. Responsibilities include managing Defined Benefit and defined contribution plans, ensuring compliance, and preparing necessary documentation.

The ideal candidate should have experience in operational and regulatory compliance, with certifications such as QPA, QPFC, ERPA, or CPC being advantageous. Join us to help clients navigate complex plan issues while maintaining confidentiality in accordance with EEO guidelines.

Qualifications

• Experience in ERISA plan administration and compliance.
• Familiarity with financial statements and nondiscrimination testing.

Responsibilities

• Responsible for all aspects of ERISA plan administration.
• Maintain plans' qualified status and review plan documents.
• Resolve operational and regulatory compliance issues.

Education

Certification QPA

Certification QPFC

Certification ERPA

Certification CPC

Job description

Job Description

• Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined contribution plans;
• Maintain the plans' qualified status, review plan documents;
• Help clients resolve operational and regulatory compliance issues relating to qualified and non-qualified plans;
• Complete plan administration including eligibility determination, preparation of financial statements, allocations of contributions/forfeitures, calculations of vesting percentages, loan and distribution calculations, and preparation of form 5500 and all related schedules;
• Perform nondiscrimination testing, including ADP/ACP calculations, refunds, earnings, QNECs, penalties, 414(s), 401(a)(4) etc.;
• Answer plan compliance questions from administrators, investment advisors, consultants, and client referral sources.

Qualifications

• Nice to have: Certification QPA, QPFC, ERPA, CPC

Additional Information

All your information will be kept confidential according to EEO guidelines.