Retirement Plan Administration Consultant

3 days ago

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Boulay

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Assurance • Tax • Employee Benefits • Accounting Advisory • Consulting

201 - 500

Description

• We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration Department. • This team specializes in providing services to develop employee benefits programs that meet our client’s needs. • Our services go beyond implementation. • We continue to monitor and analyze our client’s benefits program and make recommendations to keep them current, competitive, cost-effective, and in full compliance with regulatory requirements. • With offices in Minnesota (Eden Prairie, Minneapolis, Mankato) and a remote workforce in 20+ different states, Boulay offers a diverse work environment that empowers you to work where you want and how you want. • Together, we strive to help you achieve your professional goals while allowing you the flexibility to reach your personal milestones. • We want to help you build a career fit for your life. • If you are looking for a unique opportunity to continue advancing professionally, bring fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you. • Responsibilities • Prepare Forms 5500 and related schedules • Responsible for plan administration, including trust accounting and other related projects • Possess technical skills that are required to perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing • Perform ERISA research relating to employee benefit plans and payroll issues • Prepare employer contribution calculations using various allocation methods (i.e. pro-rata, permitted disparity, and cross-tested formulas) • Respond to client questions or inquiries in a timely manner • Draft and develop client communications • Identify and communicate opportunities/issues with superior

Requirements

• Bachelor’s Degree in Accounting, Finance, Business Administration or related field • 2+ years of applicable experience with retirement plans • Knowledge of ERISA and IRS regulations pertaining to retirement plans • Ability to understand plan document language • Experience with Employee Stock Ownership Plans (ESOPs) • Experience with Relius software • Experience with Forms 5500 and 1099-R and proficiency with preparation • Experience with compliance testing (including ADP/ACP discrimination testing, top heavy testing, and 402(g) and 415 testing) • ASPPA, CEBS, or NIPA certification(s) • QKA certification or actively working towards it

Benefits

• 401(k) • Dental insurance • Disability insurance • Employee assistance program • Flexible schedule • Health insurance • Life insurance • Paid time off • Parental leave • Tuition reimbursement • Vision insurance • Work from home