TPA Plan Consultant I – Retirement

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

📋 Description

• Draft documentation for defined contribution plans.

• Execute plan year-end non-discrimination testing, which includes ADP, ACP, Top-heavy, 410(b), 415, and 414(s).

• Complete IRS filings such as 5500, 5558, and 5330, and provide support to auditors.

• Manage distributions, which encompass withdrawals, in-service distributions, required minimum distributions (RMDs), loans, and hardship withdrawals.

• Maintain regular client communication to address daily service inquiries and oversee vendor management.

• Collaborate with vendors to enhance data collection and analysis through automation.

• Keep updated client and due diligence files.

• Take notes during meetings and draft minutes for various investment committees.

• Aid in plan applications, review plan documents, and assist with plan implementation.

• Provide support to the 401(k) Department with industry knowledge.

• Investigate and promote initiatives aimed at boosting efficiency, productivity, compliance, and profitability.

• Adhere to agency management system data standards and ensure the maintenance of complete and accurate information.

⛳️ Requirements

• Bachelor's Degree or an equivalent mix of education and experience.

• A minimum of two (2) years of relevant work experience.

• Familiarity with various retirement plan types and their operations.

• Knowledge of ERISA guidelines and regulations.

• Experience working with small to mid-sized clients (250+ employees).

• Professional designation (e.g., ASPPA, NIPA) or progress towards obtaining a designation is preferred.

• Strong understanding of IRS and ERISA regulations.

• Exceptional interpersonal skills, with a knack for relationship-building, negotiation, and problem-solving.

• Outstanding verbal and written communication abilities.

• Strong presentation skills, capable of conveying information to a diverse audience.

• Keen attention to detail.

• Self-motivated and able to work independently.

• Effective leadership and time management skills.

• Proficient in planning, organizing, and prioritizing tasks.

• Advanced analytical capabilities.

• Proficient in Microsoft Office suite.

🏝️ Benefits

• Competitive salary and bonus structure.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Generous paid time off policy.

• Opportunities for professional development and career advancement.