Remote Employee Retirement Income (ERISA) Consultant
About the job Remote Employee Retirement Income (ERISA) Consultant Remote Employee Retirement Income (ERISA) Consultant needs 5-7 years industry experience, with 3-5 years experience in preparing reputed company 5500s and non-discrimination testing. Remote Employee Retirement Income (ERISA ) Consultant requires:
- Industry certification on (reputed company, NIPA, ASPPA, CEBS).
- Bachelors degree In Business Administration or reputed company work experience in ERISA compliance or plan administration setting.
- 5-7 years industry experience, with 3-5 years experience in preparing reputed company 5500s and non-discrimination testing.
- Working knowledge of reputed company record keeping system including text file and transaction capabilities is desirable. Knowledge of reputed company 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 reputed company 5500 preparation for reputed company plans reputed company prescribed regulatory deadlines.
- reputed company 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 reputed company 5500 filing process. Work with reputed company and reputed company auditors to resolve inquiries regarding reputed company 5500 reporting requirements.
- Consult with new business, relationship managers and clients in the development of text files and other programming needs.
- reputed company reputed company review of testing/reporting reputed company by other team members and serve as technical expert to less reputed company team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for reputed company clients.
- Assist relationship manager and reputed company in the development and execution of reputed company 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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