High Level Retirement Consultant

Job Description

Seeking a very high level 401(k) Consultant to work on a large, complicated plan with about 15K employees from over 300 companies. Our firm has a reputation for service, quality, and expertise in the design, implementation and ongoing administration of retirement plans.

Responsibilities and Duties :

Consulting

Keep Client apprised of Legislative actions affecting qualified plans

Provide timely updates on annual compliance services

Coordinate with Financial Advisor and Recordkeeper to investigate, prepare and present plan changes

Work with client staff to identify and test modifications to programs for payroll, payroll integration, demographic data uploads resulting from regulatory changes, conversions, payroll modifications

Consult with client legal and ERISA council concerning Plan changes, error identification and correction, and DOL/IRS audits

General Data Processing

Review/correct demographic upload errors

Assist client with payroll uploads

Assist client with Service Requests to correct SSNs, research vesting questions, etc.

Prepare files to upload late deposit corrections

Calculate and prepare files to upload missed deferral opportunities

Annual Compliance and Administration

Review Processing Guide files covering Data Loading, Controlled Group Analysis, and Top Heavy

Reconciliation of compensation and contributions

Determination of pre-entry compensation

Calculation of Match true-up

Separate 402(g) excess for each participant by company

Run HCE determinations and ADP/ACP testing, including review of whether aggregated or disaggregated method provides best result. (Initial correction will always be QNEC)

Qualification/Requirements:

Four year college degree in Business Administration with a focus in Accounting, Mathematics, Finance and/or Economics

10+ years experience in retirement industry

Proficiency with Microsoft Office and Adobe Acrobat software

Acute attention to detail, accuracy and quality of work

Strong math and research skills

Excellent written and verbal communication skills

Strong interpersonal and customer service skills

Ability to work independently and also collaborate as part of a team

Effective time management, project management and organizational skills

We provide competitive compensation and benefits. We also provide a team oriented work environment with oversight and review of all work performed. The accuracy and quality of our work is dependent on our collective attention to detail. A detail-oriented approach to problem solving and service execution is required.

Ideally looking for a candidate in Orange County area, but will consider qualified candidates for remote work.

Full-time

Hybrid remote