Retirement TPA Plan Consultant

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 basis.  Also responsible for all activities surrounding the procurement, placement and implementation of defined contribution plans.

 

• Strong understanding of IRS & ERISA Regulations;

• Prepares defined contribution plan documents;

• Prepares and conducts plan year end non-discrimination testing (ADP, 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 client contact to assist with day to day service issues and vendor management;

• Works with vendors to automate process of data collection and analysis; 

• Maintains client and due diligence files; 

• Ongoing client contact to assist with day to day service issues and vendor management;

• 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 system data standards and data integrity (enters and maintains complete and accurate information);

• Other duties as assigned.

 

Bachelor’s degree of equivalent combination of education and experience

Three (3) or more years of related work experience

Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred

Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations 

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

 

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 detail

Ability and motivation to work independently

Good leadership and time management skills

Good planning, organizational and prioritization skills

Advanced analytical skills

Proficient in Microsoft Office products





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