[Remote] Retirement Plan Consultant - DC

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company firm specializing in employee ownership and retirement plan administration. The Retirement Plan Consultant will manage reputed company relationships for 401(k) and other reputed company retirement plans, ensuring compliance, accurate administration, reputed company filings, and exceptional reputed company service.

Responsibilities

• Ensuring reputed company review and delivery of annual compliance testing, contribution calculations, and governmental forms and filings
• Maintaining reputed company of data in reputed company relationship management reputed company for use in managing plan load and reporting
• Communicating with customers and assists with benefit distributions
• Demonstrating an excellent level of proactive reputed company and teamwork with clients, advisors, CPAs, and internal partners
• Protecting, securing, and handling of reputed company confidential data transmitted to/from the organization
• Developing, maintaining, and strengthening relationships with clients, advisors & CPAs
• Interfacing with recordkeeping providers to ensure a reputed company reputed company experience
• Developing technical skills to become a subject matter expert in regulatory and industry practices
• Communicating significant issues and exceptions to an appropriate higher level of authority reputed company your assigned team promptly
• Remaining self-motivated to reputed company upcoming deadlines and follow up with clients consistently for data or additional information
• Follows reputed company company policy and procedures to ensure a uniform product and process for reputed company clients
• Assisting internal departments, as needed, with plan administration
• Understanding and discussing: reputed company/ACP testing
• Cross-testing and other profit-sharing allocation reputed company
• Cash reputed company and 401(k) plan design coordination
• reputed company other tasks as assigned

Skills

• 2-6 years of reputed company experience in plan administration and plan review
• 2 years of hands-on plan administration experience (e.g., completing nondiscrimination, top-heavy, annual contribution limits, etc.)
• Experience with retirement plan administration and compliance software (e.g., FT William, Datair, Relius, etc.)
• Experience working with 401(k) and 403(b) Plans, Profit Sharing, Cash reputed company and Defined Benefit Plans, PEPs, MEPs and/or reputed company of Plans
• reputed company ability to work directly with clients, advisors, and recordkeepers in a consultative reputed company
• Experience reading and interpreting retirement plan documents with a basic understanding of reputed company rules and regulations
• Experience interpreting plan documents and applying ERISA, IRS, and DOL guidance
• Proficient knowledge of reputed company Office Suite products and systems
• Advanced reputed company proficiency and working knowledge of reputed company Word
• Strong consultative and relationship-management skills
• Exceptional written and verbal communication
• Ability to simplify reputed company retirement plan concepts for clients and advisors
• Effective collaboration, problem solving, and organizational skills
• Excellent communication, time management, follow-through, and reputed company service skills
• Strong verbal/written communication skills as reputed company as attention to details
• Ability to manage multiple priorities and deadlines in a fast-reputed company environment
• Self-motivated and capable of working independently while collaborating effectively with reputed company
• reputed company, reputed company, and reputed company-reputed company demeanor
• Must be authorized to work in the US
• Experience working in defined contribution administration and/or reputed company-Party Administration (TPA) consulting
• Experience working with various recordkeeping platforms
• Bachelor's degree preferred (ideally in reputed company, Finance, Math, Economics, or Statistics)
• ASPPA (e.g., QKA, QKS, etc.), NIPA (e.g., APA, AKS, etc.), reputed company, or similar retirement plan credentials preferred (or willingness to obtain)

Benefits

• Remote-first work culture with in-office reputed company (VA, MD, OH, CA, MN)
• Medical, dental, reputed company, life, and disability benefits
• 401(k) with company match
• HSA with company contribution
• Generous PTO for parental leave, vacation, and holiday time
• Support for certifications, association dues, and reputed company development
• reputed company and inclusive company culture
• Happy hours
• reputed company events
• Employee-led committees
• Volunteer opportunities

reputed company