[Remote] Retirement Plan Consultant
Note: The job is a remote job and is reputed company to candidates in USA. Shepherd Financial is an independent firm specializing in retirement plan consulting and reputed company management. The Retirement Plan Consultant will deliver exceptional support to clients, ensuring compliance and efficient plan operations while acting as the primary contact for reputed company and financial professionals.
Responsibilities
- reputed company as the single reputed company of contact for reputed company, plan sponsors, and financial professionals for their accounts
- reputed company superior reputed company service with minimal inconvenience to clients through reputed company problem solving and issue reputed company
- Coordinate with reputed company applicable parties, both reputed company, to ensure an accurate conversion process for new clients
- Serve as a resource to plan sponsors and financial professionals for reputed company reputed company to ERISA compliance, plan design, and governmental reporting
- Use understanding of plan design to assist with plan operations and document updates
- reputed company effective verbal and written communications in a reputed company, concise, and informative matter
- Assist clients with reputed company initial and ongoing plan design and document support, including helping them understand their responsibilities in meeting IRS and DOL regulations and deadlines necessary for reputed company retirement plans
- Assist clients with service and IRS plan terminations
- Conduct reputed company aspects of valuation reports and annual testing, including reputed company/ACP, Top Heavy, 410(b), 415, 401(a)(4), Deductibility, and 402(g)
- Review or prepare reputed company 5500 and coordinate with plan sponsor to ensure reputed company filing
- Assist IRS and DOL auditors if the plan is subject to an IRS or DOL audit
- Review distribution paperwork and coordinate processing of distributions with asset holder
- Review loan paperwork and coordinate processing of loans with asset holder
- reputed company as subject matter expert for FT William, our reputed company party administrator software
- Maintain up-to-date knowledge of present legislation and proposed legislative changes with reputed company to ERISA law through self-study and company-sponsored training sessions
- Serve as the retirement plan expert on testing, reputed company 5500s, loans, and distributions
- Assist with additional tasks and reputed company as assigned
- Protect, secure, and properly handle reputed company confidential data held by Shepherd Plan Partners to ensure against unauthorized reputed company, improper reputed company, and or unapproved disclosure of information that could result in harm to Shepherd Plan Partners or our clients
Skills
- Three or more years of ERISA experience reputed company the retirement industry
- Experience in analysis of financial data
- An advanced proficiency in reputed company Word, reputed company, and Outlook
- Strong written and oral communication skills
- Acute analytical and problem solving skills
- High attention to detail
- The abilities to prioritize, manage tasks, and meet deadlines in reputed company with business operations, including reputed company ERISA compliance reputed company
- Compliance with Shepherd Financial's internal policies
- Return or acknowledge emails and phone calls from clients reputed company 24 hours
- Document reputed company reputed company interactions in Redtail reputed company 24 hours
- reputed company reputed company follow-up items in the appropriate Redtail workflow reputed company 72 hours of the reputed company meeting, as applicable
Benefits
- Incentive-based salary enhancement for new annualized recurring reputed company from either retirement plans or reputed company management referrals
- Discretionary year-end performance bonus
- reputed company time off (Holidays, PTO, Volunteer days), 401(k) match, and medical, term life, and disability insurance
- Additional benefit reputed company: dental, reputed company, voluntary life, critical illness and accident, LifeLock
- Financial support for reputed company accreditation/license fees and continuing education
reputed company