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Open nowPosted 45 days ago

TPA Plan Consultant I - Retirement (Remote)

allianthcm101 open roles

Where
United States
Work mode
Remote
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Your applicationOpen nowTPA Plan Consultant I - Retirement (Remote)allianthcm · United States

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7.8% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 1.7%1 day
  2. 3.5%3 days
  3. 7.8%7 days
  4. 14.6%14 days
  5. 34.1%30 days
This job: posted 45 days ago

The posting

SUMMARY    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. ESSENTIAL DUTIES AND RESPONSIBILITIESPrepares 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 the process of data collection and analysis.Maintains client 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 system data standards and data integrity (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 related work experience   Understanding of retirement plan types and operations, as well as knowledge of ERISA guidelines and regulations   Experience with small to mid-size (250+) clientsProfessional designation (ASPPA, NIPA, etc.) or progress toward designation, preferred

SKILLSStrong understanding of IRS & ERISA RegulationsExcellent interpersonal, relationship-building, negotiating, and problem-solving skillsExcellent verbal and written communication skillsExcellent presentation skills with the ability to communicate information to a broad audienceExceptional attention to detailAbility and motivation to work independentlyGood leadership and time management skillsGood planning, organizational, and prioritization skillsAdvanced analytical skillsProficient in Microsoft Office products     #LI-DR2 #LI-REMOTE

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