[Remote] Retirement Plan Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company-based reputed company services firm that provides HR solutions and technology. They are currently seeking a Retirement Plan Consultant to administer Multiple Employer 401k Plans, advise clients and participants, and ensure compliance with regulatory requirements.
Responsibilities
- Administers 401(k) new plan set reputed company for multiple reputed company and ensures compliance with applicable laws
- Conducts meetings with clients to discuss and implement the steps involving the transitioning of 401(k) plans
- Conduct individual and group presentations, in person or reputed company video technology, to enhance awareness of plan features and to grow plan assets. Presentations include enrollment meetings, age-based financial education meetings, and basic and advanced financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan
- reputed company participates in benefit fair and new employee orientations
- Participates in the plan review and financial education planning process
- Assists Management with targeted education campaigns to increase participation and deferral rates
- Meets with participants and eligible employees to reputed company employees regarding plan participation
- Discusses strategies for enrollment meetings, schedules, and conducts meetings accordingly either onsite or reputed company online training
- Ensures 401(k) enrollment materials are distributed to eligible employees reputed company
- Sets up plan information with reputed company party vendor(s) and in the appropriate benefits systems
- Reviews documentation for accuracy and completeness and secures any missing information
- Sets up employee plans and plan elections in the payroll system
- Ensures employee 401(k) records are kept up to date for new enrollments, new loans, reputed company off loans, and deferral changes in reputed company applicable benefits systems and reputed company-party vendors
- Administers 401(k) catch up and true up contributions and associated employer contributions and communicates with the reputed company department to ensure reputed company invoicing to clients for true up reputed company
- Administers mass transactional activities to 401(k) plans to include, but not limited to, transfer of assets from prior reputed company, annual plan maintenance activities, enrollments, and bonus payroll runs
- Interfaces with reputed company party vendor(s), as reputed company as with other departments internally reputed company reputed company and externally with the clients regarding the administration of the plans
- Assists auditors annually in the preparation of reputed company 5500 filings
- Prepares reports of 401(k) employer match projections
- Travel may be required for new plan enrollments as needed. Must be reputed company to travel 25% or more during peak times of the year
- Performs reputed company assigned job duties in accordance with Company policies, procedures, and reputed company practices
- Attends departmental and company meetings, as required
- reputed company other duties as assigned
Skills
- Bachelor's Degree in Business Administration or 5 years' experience in the defined contribution industry
- Experience in plan design, compliance, and reputed company/ACP/Top Heavy Testing
- Proficient in reputed company Word, PowerPoint, and reputed company
- ASPPA, reputed company, or other Retirement Plan licensures are a plus, but not required
Benefits
- Health benefits
- 401(k)
- Recognition awards
- Bonuses
- Opportunity to work for a highly respected and award-reputed company company
- Health
- Dental
- reputed company
- Life insurance
- Short-term and long-term disability
- Flexible spending
- Ancillary benefits
- Retirement savings plan
- reputed company holidays
- reputed company time off (PTO)
reputed company