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Open nowFirst seen 5 days ago

Remote Employee Retirement Income (ERISA) Consultant

global-channel-management-inc944 open roles

Where
Dallas, Texas, United States, Remote
Work mode
Remote
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Your applicationOpen nowRemote Employee Retirement Income (ERISA) Consultantglobal-channel-management-inc · Dallas, Texas, United States, Remote

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

Remote Employee Retirement Income (ERISA) Consultant needs 5-7 years industry experience, with 3-5 years experience in preparing form 5500s and non-discrimination testing.

Remote Employee Retirement Income (ERISA ) Consultant requires:

  • Industry certification on (SPARK, NIPA, ASPPA, CEBS).
  • Bachelors degree In Business Administration or related work experience in ERISA compliance or plan administration setting.
  • 5-7 years industry experience, with 3-5 years experience in preparing Form 5500s and non-discrimination testing.
  • Working knowledge of current record keeping system including text file and transaction capabilities is desirable. Knowledge of current software used by the department is also preferred.
  • Customer service experience required with strong oral and written communication skills.

Remote Employee Retirement Income (ERISA )Consultant duties:

  • Complete non-discrimination testing and Form 5500 preparation for complex plans within prescribed regulatory deadlines.
  • Provide consultation and assistance to relationship managers and clients regarding data inconsistencies or gaps, test results, hypothetical plan design change implications, and projected testing results.
  • Manage the preparation of audit packages as needed in support of the Form 5500 filing process. Work with client and client auditors to resolve inquiries regarding Form 5500 reporting requirements.
  • Consult with new business, relationship managers and clients in the development of text files and other programming needs.
  • Perform quality review of testing/reporting prepared by other team members and serve as technical expert to less experienced team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for all clients.
  • Assist relationship manager and client in the development and execution of cure strategies for failed tests and/or in response to projected testing results.
  • Calculate return-of-excess amounts and attributable earnings, QNEC/QMAC, re-characterization of amounts to after-tax or catch-up as permitted by plan design.
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