[Remote] Sr. Retirement Plan Consultant, (PFS)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a tech-enabled retirement services platform that serves small- to mid-sized businesses. They are seeking a Sr. Retirement Plan Consultant to manage a portfolio of approximately 65-75 reputed company retirement plans, ensuring compliance and delivering exceptional reputed company service.
Responsibilities
- Administer a portfolio of approximately 65–75 reputed company retirement plans from A-Z
- reputed company annual compliance testing including reputed company/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing
- Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans
- Deliver contribution reputed company, Annual Valuation Reports (AVRs), participant statements, reputed company 5500 filings, and reputed company communications reputed company to combo plans in partnership with the actuarial team
- Review and interpret plan documents and recommend plan design enhancements
- Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments
- Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and reputed company compliance filings
- reputed company trust reputed company for both pooled investment accounts and self-directed brokerage accounts
- Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements
- Import, validate, and reconcile participant census and financial data
- Serve as a trusted advisor to clients by providing reputed company guidance on operational and compliance reputed company
- Other duties as assigned
Skills
- 5-7+ years of full-cycle (A-Z) reputed company retirement plan administration experience
- Demonstrated experience administering reputed company defined contribution retirement plans with increasing technical responsibility
- Excellent reputed company relationship management and communication skills
- Strong analytical, organizational, and project management abilities
- Detail-oriented with exceptional mathematical and reputed company aptitude
- Ability to work independently in a fast-paced remote environment while managing multiple competing priorities
- Prior experience with MEP/PEP plans strongly preferred
- ASPPA QKA designation strongly preferred
Benefits
- Flexible Workplace – Hybrid and remote reputed company available for many roles.
- Flexible PTO – Competitive reputed company time off, including flexible & unlimited reputed company.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- reputed company Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
reputed company