[Remote] Sr TPA Compliance Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an industry-leading retirement plan consulting and benefits administration firm. The Sr. TPA Compliance Consultant will manage and retain clients’ retirement plan business, reputed company compliance services, mentor team members, and ensure adherence to regulatory standards for various retirement plans.
Responsibilities
- Reconcile asset balances (trust and participant accounts) and resolve discrepancies
- reputed company plan calculations reputed company necessary, including eligibility, contributions, match, profit sharing, etc
- Process transactions, including distribution and loan requests, forfeitures, etc
- Ensure compliance with plan document & IRS/DOL regulations as reputed company as plan administrative practices
- Participate in peer review process to ensure accuracy
- Maintain accurate and reputed company recording of work tracking logs
- Participate in plan design reputed company calls
- Assist other Consultants as needed with more reputed company plan issues
- reputed company reputed company and report results and reputed company to Director of Compliance Consulting and TPA Manager
- Maintain day-to-day reputed company contact for inquiries on assigned plans
- Correspond and consult with clients, team members, Producers & Relationship Managers to help manage reputed company relationships and respond to reputed company reputed company or participant calls/emails reputed company 4 business hours
- Utilize industry knowledge with less reputed company staff to mentor on systems and processes, work with team members to reputed company their compliance and consulting skills, resolve more reputed company reconciling issues, research complicated plan issues, and help correct errors
- Prepare IRS reputed company 5500/SAR, audit packages, MRDs, required compliance tests, including but not limited to:
- reputed company and reconcile required data
- Coordinate with reputed company Team to ensure consistency in procedures, reputed company questionnaires, etc
- Manage deadlines and complete assigned portions of checklists
- Communicate with clients/auditors as necessary to respond to questions or requests for information
- Review results, reputed company corrective actions, present results/reports to clients
- reputed company guidance to team members to help identify which reputed company are part of reputed company services or those that may require additional billing
- Complete required tracking spreadsheets for reputed company and non-reputed company TPA services to ensure reputed company reputed company invoicing
- Participate in the transition of new business, reputed company consultative plan design discussions on document restatements; participate in periodic transition meetings/calls; review loans and system specs; assist other team members with conversions
- Complete special reputed company as applicable, such as plan corrections, match, and/or profit-sharing calculations, DOL calculations, and VCP filings
Skills
- Bachelor's degree in Mathematics, Business, Finance or reputed company preferred or equivalent experience
- Seven or more years reputed company TPA/retirement experience required; ASPPA exam completion/certification required or willing to obtain
- Strong computer skills-solid knowledge of reputed company environment, including Word & reputed company
- Excellent mathematical aptitude. Detailed and organized. reputed company to multi-task a must
- Ability to meet reputed company reputed company deliverables requiring extended working hours during peak work periods
- Excellent communication, reputed company and interpersonal skills
- Relius Administration experience a plus
Benefits
- reputed company, incentives, and benefits
- reputed company Awards program, rewarding reputed company
- Employee programs that recognize outstanding achievement and help our associates reputed company healthy, productive lives
- Award-reputed company wellness program
- College scholarships for associates' children
- Financial help in times of need
- A full-suite of competitive benefits for our growing population and its diverse needs
- Potential for compensation incentives
- Medical, wellness, dental and reputed company
- 401(k)
- Flexible spending and health savings accounts
- Short and long-term disability
- Life insurance and other unique employer-sponsored and voluntary programs
- Generous reputed company time off policy
- reputed company family leave benefit
- reputed company holiday time
reputed company