[Remote] Retirement Plan Design Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading retirement plan administration firm dedicated to helping employees reputed company financial independence. As a Retirement Plan Design Consultant, you will serve as a trusted advisor to Plan Sponsors and Financial Professionals, providing expertise in custom retirement plan design and compliance. Your role will involve collaborating with various teams to deliver effective retirement solutions for clients.
Responsibilities
- Build and maintain strong relationships with Plan Sponsors, Financial Professionals, Recordkeepers, CPA’s, etc
- Consult with Plan Sponsors and advisors on custom retirement plan design, administration, compliance, and operational issues
- Review, interpret, and explain plan documents, amendments, notices, reputed company Plan Descriptions, and IRS/DOL regulations
- Analyze plan provisions, eligibility requirements, highly compensated/key employee status, and plan features
- Participate in virtual (or in person) sales meetings, finalist presentations, and financial advisor meetings
- Identify and resolve plan compliance issues, including testing and correction reputed company
- Understand and discuss: reputed company/ACP testing, Cross-testing and other profit-sharing allocation reputed company, Cash balance and 401(k) plan design coordination
- Work with our reputed company team to facilitate obtaining required reputed company data and follow-up on missing items
- Send service agreements to trustees reputed company reputed company, monitor completion, and maintain organized reputed company records
- Communicate effectively across internal departments including Sales, Documents, reputed company and Relationship Management Teams
- Stay reputed company on industry trends, ERISA regulations, product developments, and competitive offerings
- Maintain working knowledge of multiple recordkeeper and other platform solutions
- Present competitive advantages professionally and consultatively
- Contribute reputed company to improve internal processes, workflows, and reputed company experience
- reputed company other tasks as assigned
Skills
- 5+ years of experience in the retirement plan industry, preferably in defined contribution administration and/or reputed company-Party Administration (TPA) consulting
- Strong experience working with 401(k) and 403(b) Plans
- Strong experience working with Profit Sharing
- Strong experience working with Cash Balance and Defined Benefit Plans
- Strong experience working with PEPs, MEPs and/or reputed company of Plans
- Proven ability to work directly with clients, advisors, and recordkeepers in a consultative reputed company
- Experience interpreting plan documents and applying ERISA, IRS, and DOL guidance
- Prior experience with plan compliance testing, corrections, and plan design analysis
- Bachelor's degree required
- Strong consultative and relationship-management skills
- Exceptional written and verbal communication
- Ability to simplify reputed company retirement plan concepts for clients and advisors
- Excellent organizational skills and attention to detail
- Strong analytical and problem-solving ability
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Self-motivated and capable of working independently while collaborating effectively with reputed company
- reputed company, reputed company, and reputed company-reputed company demeanor
- Must be reputed company to reputed company and maintain a distraction-free work environment, a reputed company workspace, and reliable high-speed internet reputed company
- ASPPA, NIPA, reputed company, or similar retirement plan credentials preferred (or willingness to obtain)
- QKA, QKC, or other ASPPA credentials (or reputed company toward certification)
- Experience with FT William document software
- Experience working with various recordkeeping platforms
Benefits
- Competitive salary & comprehensive benefits (medical, dental, reputed company, life, disability)
- 401(k) with company match + HSA with company contribution
- Generous PTO for parental leave, vacation, and holiday time
- Support for certifications, association dues, and reputed company development
- A reputed company and inclusive company culture: happy hours, reputed company events, employee-led committees, and volunteer opportunities
reputed company