Retirement Plan Consultant
Virtual Vocations Inc
Passionate about client service, the full-time remote Retirement Plan Consultant will manage a caseload of clients, deliver compliance testing results, and consult on plan-related issues to foster long-term relationships. Key responsibilities Maintain responsibility for client caseload management and serve as the primary contact for assigned clients Deliver compliance testing results and ensure timely completion of compliance corrections and filing of 5500s Consult with clients and advisors to address plan-related issues and resolve compliance challenges Required qualifications At least 3 years of experience in Defined Contribution Plan Administration within a TPA Experience with compliance work related to cross-testing and ADP/ACP testing for DC plans Ability to calculate profit-sharing contributions using new comparability allocation methods Strong organizational skills and the ability to work independently in a fast-paced environment Experience with Cash Balance/Defined Benefit Plan Administration is a plus
Vacancy posted 4 days ago
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