Plan Consultant II

This is a fully remote position, open to applicants in United States.

📋 Description

• In the role of Plan Consultant II, you will serve as a senior compliance and technical expert — managing intricate plan administration, assisting with audits and regulatory issues, and acting as a primary resource for the team.

• Oversee deadlines and compliance responsibilities for your designated portfolio.

• Conduct and execute annual nondiscrimination and compliance evaluations: ADP/ACP, Top Heavy, 410(b), 401(a)(4), and any others as dictated by plan specifications.

• Prepare government submissions, including Form 5500 (EZ, SF, and large plan with relevant schedules).

• Engage in consultation calls regarding compliance issues, audits, and corrective actions.

⛳️ Requirements

• A minimum of 3 years of experience in qualified retirement plan administration and compliance.

• Comprehensive understanding of IRS, DOL, and ERISA regulations.

• High proficiency in compliance software like FTW.

• Strong analytical and mathematical abilities — you thrive on details.

• Exceptional written and verbal communication skills.

• Keen attention to detail and a sincere commitment to accuracy.

• A collaborative approach and a genuine interest in assisting others in their professional growth.

🏝️ Benefits

• Medical, Dental & Vision — we cover 80% for employees, 50% for dependents.

• 401(k) with safe harbor contributions.

• Generous open PTO policy.

• Life insurance, FSA & HSA.

• Ongoing industry training and professional development.