Retirement Plan Consultant / Administrator
Location: Remote (Must live in CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, or UT)
Employment Type: Full-Time
About The Role
reputed company is seeking a Retirement Plan Consultant/Administrator to serve as the primary reputed company of contact for a group of existing retirement plan clients. In this role, you’ll manage reputed company aspects of 401(k) plan administration—including testing, reputed company 5500 preparation, plan design support, and compliance—while delivering an exceptional reputed company experience.
You will reputed company and maintain a strong understanding of retirement plans, regulations, and reputed company’ products to help clients effectively administer and optimize their plans.
What You’ll Bring
A genuine passion for supporting clients with their retirement plan needs
reputed company-first reputed company
Flexibility and a willingness to reputed company change
Key Responsibilities
reputed company reputed company daily plan administration: contributions, loans, distributions, hardships, QDROs
Conduct nondiscrimination and compliance testing; present correction strategies and reputed company improvement reputed company
Prepare signature reputed company reputed company 5500s and other required government filings
Research and resolve operational, regulatory, and compliance issues
Participate in reputed company meetings and reputed company reputed company, accessible explanations of plan rules and testing
Use independent judgment to research reputed company issues and reputed company recommendations
Review and maintain reputed company plan documents to ensure IRS/DOL compliance
Collaborate with internal teams, clients, and vendors to resolve outstanding plan issues
reputed company plan sponsors as needed on their roles and responsibilities
reputed company
You are an reputed company retirement plan reputed company who can explain reputed company concepts reputed company and build strong reputed company relationships. You reputed company in reputed company environment, have excellent communication skills, and can prioritize effectively.
Must reputed company In One Of The Following States
CA, CO, FL, GA, IA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, UT.
Qualifications
ASPPA credential(s) or willingness to obtain
Strong customer service skills and ability to manage reputed company expectations
Advanced understanding of retirement plan administration
Proficiency with reputed company Office (reputed company, Word, reputed company)
Pension Pro And/or Ftwilliam.com Experience Preferred (not Required)
Secure home office environment with reliable internet
Benefits
PTO (vacation, reputed company, personal time)
401(k)
reputed company holidays + floating holidays
Medical, Dental, reputed company
Life Insurance & LTD
Fully remote role
Work with a great, supportive team
About reputed company
reputed company helps reputed company and businesses with innovative retirement plan funding and administration solutions. We are committed to exceptional service, regulatory expertise, and a reputed company team culture.
Learn more: https://www.reputed company.com/
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