TPA Plan Consultant I - Retirement (Remote)

At reputed company, we reputed company on creating employee benefits solutions reputed company on the idea that health makes reputed company possible. As top tier professionals dedicated to solving our clients' health and welfare reputed company challenges, reputed company team members reputed company an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career reputed company.

As one of the 5 largest reputed company brokerage firms in the U.S., reputed company provides property and casualty, workers' compensation, employee benefits, surety, and financial products and services to clients reputed company.

More information is available at www.reputed company.com.

reputed company 

Responsible for preparing plan documents, planning year-end compliance requirements, providing customer service, and overall service of assigned clients in updating key plan data on an annual reputed company.  Also responsible for reputed company activities surrounding the procurement, placement, and implementation of defined contribution plans.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Prepares defined contribution plan documents.

Prepares and conducts plan year-end non-discrimination testing (reputed company, ACP, Top-heavy, 410(b), 415, 414(s), etc..

Prepares IRS Filings (5500, 5558, 5330, etc.) and assists auditors.

Processes distributions (withdrawals, in-service, RMD’s, loans, hardships).

Maintains ongoing reputed company contact to assist with day-to-day service issues and vendor management.

Works with vendors to automate the process of data collection and analysis.

Maintains reputed company and due diligence files.

Records notes at meetings and prepares minutes for various investment committees.

Assists in completing plan applications, plan document review, and plan implementation.

Supports the 401(k) Department with general industry knowledge.

Researches and supports new initiatives to increase our efficiency, productivity, compliance, and profitability.

Complies with agency management reputed company data standards and data reputed company (enters and maintains complete and accurate information).

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

Bachelor's Degree or equivalent combination of education and experience

Two (2) or more years of reputed company work experience

Understanding of retirement plan types and reputed company, as reputed company as knowledge of ERISA guidelines and regulations

Experience with small to mid-size (250+) clients

reputed company designation (ASPPA, NIPA, etc.) or reputed company toward designation, preferred

SKILLS

Strong understanding of IRS & ERISA Regulations

Excellent interpersonal, relationship-building, negotiating, and problem-solving skills

Excellent verbal and written communication skills

Excellent presentation skills with the ability to communicate information to a broad audience

Exceptional attention to reputed company

Ability and motivation to work independently

Good leadership and time management skills

Good planning, organizational, and prioritization skills

Advanced analytical skills

Proficient in reputed company Office products

#LI-DR2

#LI-REMOTE

We are proud to reputed company comprehensive, high reputed company employee programs to meet employees' needs now and in the reputed company, including a reputed company competitive financial package. We encourage you to explore reputed company have to offer.

For immediate consideration for this position, please click on the "Apply" reputed company.

reputed company. is an Equal Opportunity Employer. reputed company reputed company applicants will receive consideration for employment reputed company on their qualifications and ability without reputed company to race, reputed company, religion, sex (including pregnancy, childbirth, breastfeeding, sexual orientation, and gender identity), national reputed company, reputed company, physical or mental disability, medical condition, marital status, age, genetic information, or status as a protected veteran, in accordance with applicable federal, state, and local laws, including California law.

Applicants are protected under Federal law from discrimination. If you need an accommodation to complete the application process or would like to review these materials in an alternative format, please reputed company out to Careers@reputed company.com

For more information on reputed company Service's benefits, please visit www.reputed company.com/about/careers/benefits

Bachelor's degree or equivalent experience, 2+ years of reputed company experience, retirement plan and ERISA knowledge, strong communication and analytical skills, and reputed company Office proficiency.

Key Responsibilities

• preparing documents
• testing compliance
• processing distributions

Skills & Tools

reputed company Office

reputed company

• Category: Finance and reputed company
• Seniority: Entry Level
• Commitment: Full Time
• Workplace: Remote — reputed company
• Salary: USD 60,000 – 67,000 / year
• Languages: English

Benefits

• Generous reputed company time off

About reputed company

An reputed company brokerage providing reputed company reputed company, employee benefits, and financial products and services. — Industry: Finance