Retirement Plan Administration Consultant

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

📋 Description

• Oversee the client caseload and act as the main point of contact for designated clients

• Provide testing results and year-end documentation to clients

• Ensure timely completion of compliance corrections

• Guarantee that 5500 forms are signed and submitted on time

• Monitor data received and pending from clients and follow up as necessary

• Consult with clients, advisors, and various stakeholders on plan-related matters to foster long-term relationships

• Collaborate with clients, advisors, and internal teams to address compliance issues and respond to inquiries

⛳️ Requirements

• Minimum of 3 years of experience in Defined Contribution Plan Administration within a TPA

• Experience in Cash Balance/Defined Benefit Plan Administration is advantageous

• Proficient in reviewing and conducting cross-testing and ADP/ACP compliance testing for defined contribution plans

• Skilled in calculating profit-sharing contributions using new comparability allocation methods

• Excellent organizational capabilities

• Capacity to work independently in a dynamic environment

• Ability to meet deadlines while ensuring meticulous attention to detail

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans

• Mental health support services

• More than 20 days of paid time off (PTO)

• Paid holidays

• Two paid wellness days

• 401(k) savings plan with employer contribution up to 5%

• Access to a financial advisor

• Paid parental leave

• Options for Health Savings Account and Flexible Spending Account

• Employee Assistance Program (EAP)

• LifeLock identity theft protection

• Pet insurance

• Paid caregiver leave

• Additional voluntary benefits