Remote Employee Retirement Income (ERISA) Consultant

Remote Employee Retirement Income (ERISA) Consultant

Dallas, Texas, United States

Remote Employee Retirement Income (ERISA) Consultant needs 5-7 years industry experience, with 3-5 years experience in preparing form 5500s and non-discrimination testing.

Remote Employee Retirement Income (ERISA) Consultant requires:

• Industry certification on (SPARK, NIPA, ASPPA, CEBS).
• Bachelors degree In Business Administration or related work experience in ERISA compliance or plan administration setting.
• 5-7 years industry experience, with 3-5 years experience in preparing Form 5500s and non-discrimination testing.
• Working knowledge of current record keeping system including text file and transaction capabilities is desirable. Knowledge of current software used by the department is also preferred.
• Customer service experience required with strong oral and written communication skills.

Remote Employee Retirement Income (ERISA) Consultant duties:

• Complete non-discrimination testing and Form 5500 preparation for complex plans within prescribed regulatory deadlines.
• Provide 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 Form 5500 filing process. Work with client and client auditors to resolve inquiries regarding Form 5500 reporting requirements.
• Consult with new business, relationship managers and clients in the development of text files and other programming needs.
• Perform quality review of testing/reporting prepared by other team members and serve as technical expert to less experienced team members. Validate methodology, data and plan level parameters to ensure accurate testing/reporting for all clients.
• Assist relationship manager and client in the development and execution of cure 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.