Senior Retirement Plan Consultant - Defined Contribution

CPS Inc; California (MO); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading consulting firm is seeking a Senior Retirement Plan Consultant to manage a book of business for Defined Contribution Plans. This fully remote opportunity involves performing testing, asset valuations, and preparing government filings. Ideal candidates will have strong client relationship skills and be proficient in 401(k) plan administration. The position offers flexibility and the support of an assistant for processing loans and distributions.

Qualifications

• Strong client relationship skills are essential.
• Proficiency in 401(k) plan administration required.
• Experience performing contribution calculations and cross-testing.

Responsibilities

• Perform non-discrimination testing and present strategic alternatives.
• Prepare Forms 5500 and other government filings.
• Communicate regulatory information to clients in understandable terms.

Skills

Client relationship skills

401(k) plan administration

Contribution calculations

Plan document interpretation

Job description

Senior Retirement Plan Consultant - Defined Contribution

Fully Remote Opportunity with Flexible Core Hours - Third Party Administration & Consulting on 401k Plans

The Retirement Plan Consultant position will work behind the scenes on an assigned book of business to perform annual testing, asset valuations, contribution calculations, and prepare required filings. You will be expected to work as part of a team, but ultimately be responsible for your caseload of Defined Contribution Plans. This position has exposure to clients, advisors, and CPAs. This position will have help; an assistant will help with loans and distributions processing. Can be based anywhere in the U.S.

Responsibilities

• Performs non-discrimination and other testing and provides strategic alternatives for correction of failures and presents options to improve future non-discrimination test results.
• Prepares signature-ready Forms 5500 and other government filings.
• Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
• Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
• Remains current with the laws and regulations for retirement plan administration.
• Works with internal associates, clients, and vendors to ensure accurate and timely response to all outstanding client/plan issues.

Job Requirements

• Strong client relationship skills
• Proficiency in 401(k) plan administration and plan document interpretation
• Performing contribution calculations, cross-testing including year-end valuation
• Loan, hardship, and distribution reviewing (there is an assistant who does this)
• Prepare Forms 5500 and other government filings
• Why you're interested in a certain opportunity