TPA Plan Consultant I – Retirement

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

📋 Description

• Prepares documents for defined contribution plans.

• Conducts year-end non-discrimination testing for plans, including ADP, ACP, Top-heavy, 410(b), 415, and 414(s).

• Completes IRS filings such as 5500, 5558, and 5330, while assisting auditors.

• Processes distributions, including withdrawals, in-service distributions, Required Minimum Distributions (RMDs), loans, and hardship distributions.

• Maintains regular client communication to address daily service issues and manage vendors.

• Collaborates with vendors to enhance data collection and analysis automation.

• Keeps client and due diligence documentation organized.

• Takes notes during meetings and prepares minutes for various investment committees.

• Aids in plan applications, reviews of plan documents, and the implementation of plans.

• Provides support to the 401(k) Department with general knowledge of the industry.

• Researches and contributes to initiatives aimed at improving efficiency, productivity, compliance, and profitability.

• Adheres to agency management system data standards, ensuring complete and accurate information.

⛳️ Requirements

• Bachelor's Degree or a comparable combination of education and experience.

• At least two (2) years of relevant work experience.

• Knowledge of various retirement plan types and their operations, along with a solid understanding of ERISA guidelines and regulations.

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

• Strong grasp of IRS and ERISA regulations.

• Excellent interpersonal skills, capable of building relationships, negotiating, and solving problems.

• Strong verbal and written communication abilities.

• Proficient presentation skills, able to convey information to a diverse audience.

• Exceptional attention to detail.

• Ability and drive to work independently.

• Solid leadership and time management capabilities.

• Effective planning, organizational, and prioritization skills.

• Advanced analytical skills.

• Proficient in Microsoft Office applications.

🏝️ Benefits

• Comprehensive health insurance plans.

• Retirement savings plans with company matching.

• Opportunities for professional development and training.

• Flexible work arrangements.

• Paid time off and holidays.