Plan Consultant

5 days ago

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PCS Retirement

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Daily valuation recordkeeping of open architecture 401(k) • Fiduciary Protection • Recordkeeping • 401(k) • 403(b)

201 - 500 employees

💸 Finance

🤝 B2B

Description

• Responsible for completion of annual nondiscrimination testing and completion of the annual form 5500 for 401k retirement plans. • Works with advisors, auditors and plan sponsors to provide consulting on plan issues, contributions and Form 5500 reconciliations. • Performs Nondiscrimination, Top Heavy & Coverage Testing for defined contribution plans up to 250 lives based on documented processes. • Calculates retirement plan contributions and allocations, including Safe Harbor allocations, discretionary match and prorata profit sharing. • Calculates corrective actions for failures in annual testing. • Consult and explain the results of the testing and any required corrections. • Preparation of IRS Form 5500-SF, 5500-EZ and assists with preparation of Form 5500 with schedules. • Assist with plan audit support, including reconciliations and preparation of assets and other plan reports. • Assist with accumulating data and reconciling assets for conversion plans. • Exceed internal and compliance deadlines. • Other duties as assigned.

Requirements

• 1 - 2 years of experience (preferred) • Ability to read and understand complex documentation surrounding 401k plans • Knowledge of basic accounting principles and ability to apply knowledge to complete asset reconciliations for all plans • Relius Administration and FT Williams software experience preferred • QKA Certification preferred • Ability to reconcile transactions/assets on the Trust Statement • Intermediate skillset in Microsoft Excel • Must be moldable and willing to learn and grow in a dynamic work culture • Self-Starter, highly self-motivated, ability to work independently and problem-solve • Ability to effectively prioritize and execute tasks while under pressure • Ability to meet seasonal deadlines based on IRS and Department of Labor regulations • Strong listening, interpersonal, written and oral communication skills • Strong attention to detail • Basic customer service skills

Benefits

• 401(k) match • medical • dental • vision • life insurance • short and long term disability • paid-time off