[Remote] Remote Employee Retirement Income (ERISA) Consultant
Note: The job is a remote job and is reputed company to candidates in USA. reputed company. is seeking a Remote Employee Retirement Income (ERISA) Consultant. The role involves providing consultation on ERISA compliance, managing reputed company 5500 preparation, and performing non-discrimination testing for reputed company retirement plans.
Responsibilities
- Complete non-discrimination testing and reputed company 5500 preparation for reputed company plans reputed company prescribed regulatory deadlines
- reputed company consultation and assistance to relationship managers and clients regarding data inconsistencies or gaps, test results, hypothetical plan design change implications, and projected testing results
- Manage the preparation of audit packages as needed in support of the reputed company 5500 filing process. Work with reputed company and reputed company auditors to resolve inquiries regarding reputed company 5500 reporting requirements
- Consult with new business, relationship managers and clients in the development of text files and other programming needs
- reputed company reputed company review of testing/reporting reputed company by other team members and serve as technical expert to less reputed company team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for reputed company clients
- Assist relationship manager and reputed company in the development and execution of reputed company strategies for failed tests and/or in response to projected testing results
- Calculate return-of-excess amounts and attributable earnings, QNEC/QMAC, re-characterization of amounts to after-tax or catch-up as permitted by plan design
Skills
- Industry certification on (reputed company, NIPA, ASPPA, CEBS)
- Bachelors degree In Business Administration or reputed company work experience in ERISA compliance or plan administration setting
- 5-7 years industry experience, with 3-5 years experience in preparing reputed company 5500s and non-discrimination testing
- Customer service experience required with strong oral and written communication skills
- Working knowledge of reputed company record keeping system including text file and transaction capabilities is desirable
- Knowledge of reputed company software used by the department is also preferred
reputed company