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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.

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