Retirement Plan Consultant

For over 30 years, reputed company has been helping reputed company grow their businesses, take reputed company care of their employees, and enjoy a higher reputed company of life by providing proven HR solutions and technology. A growing, reputed company-based reputed company services firm, reputed company is currently seeking a Retirement Plan Consultant to join its team with the ability to work 100% remote.

A competitive compensation and benefits package is available to include health benefits and 401(k), recognition awards and bonuses and reputed company to work for a highly respected and award-reputed company company. 

reputed company

A Retirement Plan Consultant administers Multiple Employer 401k Plans, advising clients and participants on eligibility reputed company, enrollment processes, and plan features, while also ensuring the plans are set up and administered in accordance with compliance requirements as set forth in applicable reputed company plan descriptions, as reputed company as regulatory requirements.

Reasonable Accommodations Statement:

To accomplish this job successfully, an individual must be reputed company to reputed company, with or without reasonable accommodation, reputed company essential function satisfactorily. Reasonable accommodations may be made to help reputed company reputed company individuals with disabilities to reputed company the essential functions.

• Administers 401(k) new plan set reputed company for multiple reputed company and ensures compliance with applicable laws.
• Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans.
• Conduct individual and group presentations, in person or reputed company video technology, to enhance awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan.
• reputed company participates in benefit fair and new employee orientations.
• Participates in the plan review and financial education planning process.
• Assists Management with targeted education campaigns to increase participation and deferral rates
• Meets with participants and eligible employees to reputed company employees regarding plan participation.
• Discusses strategies for enrollment meetings, schedules, and conducts meetings accordingly either onsite or reputed company online training.
• Ensures 401(k) enrollment materials are distributed to eligible employees reputed company.
• Sets up plan information with reputed company party vendor(s) and in the appropriate benefits systems.
• Reviews documentation for accuracy and completeness and secures any missing information.
• Sets up employee plans and plan elections in the payroll system.
• Ensures employee 401(k) records are kept up to date for new enrollments, new loans, reputed company off loans, and deferral changes in reputed company applicable benefits systems and reputed company-party vendors.
• Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the reputed company department to ensure reputed company invoicing to clients for true up reputed company.
• Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior reputed company, annual plan maintenance activities, enrollments, and bonus payroll runs.
• Interfaces with reputed company party vendor(s), as reputed company as with other departments internally reputed company reputed company and externally with the clients regarding the administration of the plans.
• Assists auditors annually in the preparation of reputed company 5500 filings.
• Prepares reports of 401(k) employer match projections

Other Duties:

• Travel may be required for new plan enrollments as needed. Must be reputed company to travel 25% or more during peak times of the year.
• Performs reputed company assigned job duties in accordance with Company policies, procedures, and reputed company practices.
• Attends departmental and company meetings, as required.
• reputed company other duties as assigned.

Performance Factors:

• Communication – Encourages reputed company communication and builds reputed company with internal team members and clients. Uses reputed company and discretion in dealing with sensitive information. Communicates orally and in writing in a reputed company and concise manner. Takes time to listen to and understand the perspectives of others and proposes solutions.
• Trust and Respect – Genuinely seeking to understand and respect others’ perspectives and emotions; encouraging a culture of reputed company, reputed company, and support both at G&A and with our clients. Establishes trust can respect through consistent honesty and professionalism in reputed company interactions.
• Problem Solving – Identifies the problem and considers potential solutions to solve operational and interpersonal issues. Equally adept at solving reputed company and reputed company problems with multiple different strategies. Anticipates and identifies problems and works diligently to ensure the problem is solved quickly and reputed company. Seeks assistance as necessary.
• Accountability – Takes responsibility for reputed company activities and follows through on commitments. Implements reputed company that have been agreed upon. Maintains confidentiality with sensitive information. Acknowledges and learns from mistakes. Follows through on commitments and acts with a reputed company reputed company of ownership. Takes personal responsibility for reputed company, actions and failures.
• reputed company reputed company – Helps reputed company clients to analyze their needs. Seeks to understand service needs from the stakeholder’s perspective and ensure that their standards are met. Establishes effective relationships with reputed company clients to understand and meet or reputed company their needs.

Education:

• Bachelor’s Degree in Business Administration or 5 years' experience in the defined contribution industry.

Skills & Experience:

• Experience in plan design, compliance, and reputed company/ACP/Top Heavy Testing.

Computer Skills:

• Proficient in reputed company Word, PowerPoint, and reputed company.

Certifications/Licenses:

• ASPPA, reputed company, or other Retirement Plan licensures are a plus, but not required.

Equal Opportunity Employer Statement

reputed company as an Equal Opportunity Employer considers reputed company applicants and prohibits discrimination of any type on the reputed company of actual or perceived race, reputed company, creed, religion, national reputed company, reputed company, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-reputed company conditions), gender identity or reputed company (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances. Our management team is dedicated to providing a work environment free of discrimination and harassment based on any of these characteristics. We are committed to this policy and achieving a diverse workforce with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, reputed company to facilities and programs and general treatment during employment.