Retirement Plan Consultant
SaveDay Inc
Job Description Responsible for all aspects of ERISA plan administration including Defined Benefit, 403(b), 401(k), and other defined contribution plans; Maintain the plans' qualified status, review plan documents; Help clients resolve operational and regulatory compliance issues relating to qualified and non-qualified plans; Complete plan administration including eligibility determination, preparation of financial statements, allocations of contributions/forfeitures, calculations of vesting percentages, loan and distribution calculations, and preparation of form 5500 and all related schedules; Perform nondiscrimination testing, including ADP/ACP calculations, refunds, earnings, QNECs, penalties, 414(s), 401(a)(4) etc.; Answer plan compliance questions from administrators, investment advisors, consultants, and client referral sources. Qualifications Nice to have: Certification QPA, QPFC, ERPA, CPC Additional Information All your information will be kept confidential according to EEO guidelines. #J-18808-Ljbffr SaveDay Inc
Vacancy posted 2 days ago
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