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POSITION: Plan Consultant/ Sr. Plan Consultant GENERAL RESPONSIBILITIES: This position is responsible for overseeing the workflow of group of plans assigned; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments. Essential Duties: 1.Communicate with clients and financial advisors. 2.Maintain proficiency in regulatory requirements. 3.Review of annual reports. 4.Conduct and analyze discrimination testing. 5.Responsible for year-end allocations (including New Comparability calculations). 6.Prepare annual 5500 with related forms and reports and assure timely filing. 7.Review new plan setup. 8.Assure that plans assigned remain in compliance with current rules and regulations. 9.Review transaction rejects. 10.Assist with census problems. 11.Assist in conducting Plan audits when necessary. BASIC QUALIFICATIONS: Education: B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the designation.
Competencies: •Well-developed written and oral communication skills. •Proficient mathematics skills •Relate to co-workers and customers with respect, providing clear and detailed information •Display an intermediate level of competency with Microsoft Word and Excel, as well as personal computer skills Experience: Minimum three (3) years of experience in Pension Plan Administration and Retirement Industry.
