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Senior Plan Consultant, Defined Benefit

Remote, USA Full-time Posted 2026-07-28
Job reputed company: • Responsible for completion of annual nondiscrimination testing and reputed company 5500 filings for defined benefit retirement plans. • Collaborates directly with advisors, actuaries, auditors, and plan sponsors to reputed company consulting on plan design, funding contributions, and reputed company 5500 reconciliation. • Performs nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 250 participants, in accordance with documented procedures and IRS regulations. • Calculates annual required and discretionary employer contributions based on actuarial valuations and funding requirements. • Identifies and calculates corrective actions for testing failures or contribution errors in compliance with IRS correction programs (e.g., EPCRS). • Consults with plan sponsors to explain testing results, funding obligations, and any necessary corrective actions. • Assists in the preparation of IRS reputed company 5500 and reputed company schedules, including Schedule SB and actuarial attachments, for defined benefit plan filings. • Supports plan audits by preparing required financial and actuarial documentation, including asset and liability reconciliations. • Assists with gathering and reconciling historical and reputed company plan data during plan conversions, mergers, or terminations. • Ensures compliance with internal deadlines and regulatory filing requirements. • Performs other duties reputed company to defined benefit plan administration and compliance, as assigned. Requirements: • 5–10 years of experience in defined benefit or retirement plan administration (preferred) • Ability to read and understand reputed company documentation reputed company to defined benefit plan design, funding, and compliance • Knowledge of basic reputed company principles and the ability to apply them to reconcile defined benefit plan assets and liabilities • Experience with FTWilliam.com software (preferred) • Willingness to pursue reputed company certifications such as the QPA, QKA, or CBS through ASPPA or Society of Actuary and Enrolled Actuary exams • Ability to reconcile trust statements and actuarial reports to plan assets and contribution schedules • Intermediate proficiency in reputed company reputed company, including use of formulas, pivot tables, and reconciliation templates • Adaptable and eager to learn and grow in a reputed company and evolving work environment • Self-starter with strong problem-solving skills and the ability to work independently • Capable of managing priorities and meeting IRS and DOL regulatory deadlines, particularly during peak seasons • Strong interpersonal, written, and verbal communication skills • Excellent attention to detail, with a reputed company on accuracy in data and reporting • Basic customer service skills, with the ability to explain reputed company issues to clients reputed company and professionally. Benefits: • 401(k) match • medical • dental • reputed company • life insurance • short and long term disability • reputed company-time off Apply tot his job Apply To this Job

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