Retirement Plan Consultant – Remote or in Denver, CO
Denver, CO, United States
Retirement Plan Consultant – Remote or in Denver, CO Denver , CO | Fully Remote
Posted: 01/22/2024 Industry: Employee Benefits & Retirement Services Job Number: KO24.1.21.8 Experience:
Job Description Retirement Plan Consultant – Remote or in Denver, CO
Daily responsibilities include:
Effectively communicate internally and with clients, advisors, and other professionals
Expierence holding an assigned block of business, preferably out of a TPA setting.
Experience in Defined Contribution and/or Defined Benefit plans will be considered.
Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
Allocations, Reconciliations and Terminations of plan experience is necessary.
Preparation of Forms 5500-SF and 8955-SSA
Reconciliation of trust assets.
Effectively communicate internally and with clients, advisors, and other professionals
Plan Document amendments and restatements as needed.
Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred.
Understands, considers and applies legislation and regulations, including but not limited to IRS, DOL, and ERISA, when preparing, analyzing and interpreting information
Ideal candidate has:
At least 2+ years of retirement plan administration experience
No designations required but always appreciated.
Experience with around 100 plans.
TPA background.
A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
Strong organizational skills and the ability to work independently.
Proficiency in Excel, Word and Outlook
Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
Ability to handle duties with confidentiality and extreme professionalism.
Login to save this search and get notified of similar positions.
Related Jobs: 401k Relationship Manager – 100% Remote
REMOTE, IL
Retirement Plan Administrator – Remote or in Cincinnati OH
Cincinnati, OH
Employee Benefits Associate Client Executive – Long Island, NYC, or Brick, NJ
New York, NY
Login to save this search and get notified of similar positions.
#J-18808-Ljbffr