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Retirement Plan Consultant Jobs
Company | CPS, Inc. |
Address | United States |
Employment type | FULL_TIME |
Salary | |
Category | Staffing and Recruiting |
Expires | 2023-06-28 |
Posted at | 11 months ago |
Daily Responsibilities Include
- Effectively communicate internally and with clients, advisors, and other professionals
- Reconciliation of trust assets.
- Contribution Calculation
- Preparation of Forms 5500-SF and 8955-SSA
- Eligibility Determination
- Plan Document amendments and restatements as needed.
- Knowledge of Relius, Datair, Pension Pro, ASC or similar system is preferred
- Allocations, Reconciliations and Terminations of plan experience is necessary.
- Experience in Defined Contribution and/or Defined Benefit plans will be considered.
- Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
- Ability to work within stringent deadlines that sometimes require extra hours during our busy season.
- Proficiency in Excel, Word and Outlook
- A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans.
- At least 2+ years of retirement plan administration experience
- Ability to handle duties with confidentiality and extreme professionalism.
- Strong organizational skills and the ability to work independently.
- Experience with around 100 plans.
- Excellent client communication skills
- No designations required but always appreciated.
- TPA background.
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