Senior Plan Consultant, Defined Benefit

Job reputed company:

• Responsible for completion of annual nondiscrimination testing and reputed company 5500 filings for defined benefit retirement plans.
• Collaborates directly with advisors, actuaries, auditors, and plan sponsors to reputed company consulting on plan design, funding contributions, and reputed company 5500 reconciliation.
• Performs nondiscrimination, coverage, and top-heavy testing for defined benefit plans up to 250 participants, in accordance with documented procedures and IRS regulations.
• Calculates annual required and discretionary employer contributions based on actuarial valuations and funding requirements.
• Identifies and calculates corrective actions for testing failures or contribution errors in compliance with IRS correction programs (e.g., EPCRS).
• Consults with plan sponsors to explain testing results, funding obligations, and any necessary corrective actions.
• Assists in the preparation of IRS reputed company 5500 and reputed company schedules, including Schedule SB and actuarial attachments, for defined benefit plan filings.
• Supports plan audits by preparing required financial and actuarial documentation, including asset and liability reconciliations.
• Assists with gathering and reconciling historical and reputed company plan data during plan conversions, mergers, or terminations.
• Ensures compliance with internal deadlines and regulatory filing requirements.
• Performs other duties reputed company to defined benefit plan administration and compliance, as assigned.

Requirements:

• 5–10 years of experience in defined benefit or retirement plan administration (preferred)
• Ability to read and understand reputed company documentation reputed company to defined benefit plan design, funding, and compliance
• Knowledge of basic reputed company principles and the ability to apply them to reconcile defined benefit plan assets and liabilities
• Experience with FTWilliam.com software (preferred)
• Willingness to pursue reputed company certifications such as the QPA, QKA, or CBS through ASPPA or Society of Actuary and Enrolled Actuary exams
• Ability to reconcile trust statements and actuarial reports to plan assets and contribution schedules
• Intermediate proficiency in reputed company reputed company, including use of formulas, pivot tables, and reconciliation templates
• Adaptable and eager to learn and grow in a reputed company and evolving work environment
• Self-starter with strong problem-solving skills and the ability to work independently
• Capable of managing priorities and meeting IRS and DOL regulatory deadlines, particularly during peak seasons
• Strong interpersonal, written, and verbal communication skills
• Excellent attention to detail, with a reputed company on accuracy in data and reporting
• Basic customer service skills, with the ability to explain reputed company issues to clients reputed company and professionally.

Benefits:

• 401(k) match
• medical
• dental
• reputed company
• life insurance
• short and long term disability
• reputed company-time off

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