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Retirement Plan Consultant

Virtual Vocations Inc

Responsible for preparing plan documents and conducting compliance testing, the full-time remote Retirement Plan Consultant will manage client service issues, assist with IRS filings, and support the implementation of defined contribution plans. Key responsibilities Prepares defined contribution plan documents and conducts plan year-end non-discrimination testing Maintains ongoing client contact to address service issues and vendor management Assists in IRS filings and processes distributions, ensuring compliance with regulations Required qualifications Bachelor's Degree or equivalent combination of education and experience Two or more years of related work experience in retirement plan operations Understanding of ERISA guidelines and regulations Experience with small to mid-size clients (250+ employees) Professional designation (ASPPA, NIPA, etc.) or progress toward designation is preferred

Vacancy posted 3 days ago
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