Retirement Plan Consultant

Job Description

• Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined contribution plans;
• Maintain the plans' qualified status, review plan documents;
• Help clients resolve operational and regulatory compliance issues relating to qualified and non-qualified plans;
• Complete plan administration including eligibility determination, preparation of financial statements, allocations of contributions/forfeitures, calculations of vesting percentages, loan and distribution calculations, and preparation of form 5500 and all related schedules;
• Perform nondiscrimination testing, including ADP/ACP calculations, refunds, earnings, QNECs, penalties, 414(s), 401(a)(4) etc.;
• Answer plan compliance questions from administrators, investment advisors, consultants, and client referral sources.

Qualifications

• Nice to have: Certification QPA, QPFC, ERPA, CPC

Additional Information

All your information will be kept confidential according to EEO guidelines.