TPA Plan Consultant I - Retirement (Remote)

SUMMARY 

Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual basis.  Also responsible for all activities surrounding the procurement, placement, and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepares defined contribution plan documents.

Prepares and conducts plan year-end non-discrimination testing (ADP, ACP, Top-heavy, 410(b), 415, 414(s), etc..

Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.

Processes distributions (withdrawals, in-service, RMD’s, loans, hardships).

Maintains ongoing client contact to assist with day-to-day service issues and vendor management.

Works with vendors to automate the process of data collection and analysis.

Maintains client and due diligence files.

Records notes at meetings and prepares minutes for various investment committees.

Assists in completing plan applications, plan document review, and plan implementation.

Supports the 401(k) Department with general industry knowledge.

Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.

Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree or equivalent combination of education and experience

Two (2) or more years of related work experience

Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations

Experience with small to mid-size (250+) clients

Professional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred

SKILLS

Strong understanding of IRS & ERISA Regulations

Excellent interpersonal, relationship-building, negotiating, and problem-solving skills

Excellent verbal and written communication skills

Excellent presentation skills with the ability to communicate information to a broad audience

Exceptional attention to detail

Ability and motivation to work independently

Good leadership and time management skills

Good planning, organizational, and prioritization skills

Advanced analytical skills

Proficient in Microsoft Office products

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