Remote ERISA Consultant

2 days ago

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Global Channel Management, Inc.

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Description

• Complete non-discrimination testing and Form 5500 preparation • Provide consultation and assistance to relationship managers and clients regarding data inconsistencies or gaps • Manage the preparation of audit packages • Work with client and client auditors to resolve inquiries • Perform quality review of testing/reporting • Assist relationship manager and client in the development and execution of cure strategies • Calculate return-of-excess amounts and attributable earnings

Requirements

• 5-7 years industry experience • 3-5 years experience in preparing form 5500s and non-discrimination testing • Industry certification on (SPARK, NIPA, ASPPA, CEBS) • Bachelor’s degree in Business Administration or related work experience in ERISA compliance or plan administration setting • Working knowledge of current record keeping system • Knowledge of current software used by the department • Customer service experience with strong oral and written communication skills