Retirement Plan Administration Consultant

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

📋 Description

• Oversee the management of client caseloads, acting as the primary contact for the assigned accounts.

• Provide clients with testing results and year-end packages, ensuring that compliance corrections are completed promptly and that 5500 forms are signed and submitted on time.

• Monitor data submissions from clients, following up as necessary to ensure all information is received.

• Engage with clients, advisors, and other 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 as they arise.

⛳️ Requirements

• Minimum of 3 years of experience in Defined Contribution Plan Administration within a Third Party Administrator (TPA).

• Experience in Cash Balance or Defined Benefit Plan Administration is not mandatory but considered advantageous.

• Conduct and review compliance work related to cross-testing and ADP/ACP testing for Defined Contribution plans.

• Perform calculations for profit-sharing contributions utilizing new comparability allocation methods.

• Exceptional organizational abilities, capable of working autonomously in a fast-paced environment to meet deadlines while maintaining meticulous attention to detail.

🏝️ Benefits

• Comprehensive health, dental, vision, and life insurance plans designed to accommodate diverse lifestyles, promote preventative care, and provide protection against unexpected hardships.

• Convenient access to mental health benefits to support our team members and their families in various circumstances.

• Over 20 days of paid time off (PTO), paid holidays, and 2 paid wellness days to ensure our employees have the opportunity to connect with loved ones, recharge, and contribute to their communities.

• A 401(k) savings plan featuring a generous company contribution of up to 5%, along with access to financial professionals to aid employees in planning for a secure financial future beyond their working years.

• Paid parental leave to assist all team members during birth, adoption, and fostering processes.

• Options for Health Savings and Flexible Spending Accounts to help employees save on healthcare, childcare, commuting, and more.

• Access to an Employee Assistance Program (EAP), LifeLock, Pet Insurance, and additional benefits.

• Paid caregiver leave to allow employees to take time off for caring for a sick or recovering family member.

• Extra benefits including an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and various voluntary benefits for added peace of mind.