Retirement Plan Administration Consultant

Posted 2024-11-11

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💎 Seniority level: Junior, 2+ years

📍 Location: United States

🔍 Industry: Retirement Plan Administration

🏢 Company: Boulay

🗣️ Languages: English

⏳ Experience: 2+ years

🪄 Skills: Communication SkillsAnalytical SkillsCollaborationProblem SolvingAccountingAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingDocumentation

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 ESOPs and Relius software preferred.
Experience with compliance testing and preparation of Forms 5500 and 1099-R preferred.
ASPPA, CEBS, or NIPA certification(s) preferred.
QKA certification or actively working towards it preferred.

Responsibilities:

Prepare Forms 5500 and related schedules.
Responsible for plan administration, including trust accounting and related projects.
Perform allocations and compliance testing for qualified plans, including ADP/ACP discrimination testing, top heavy testing, 409(p) and 415 testing.
Conduct ERISA research related to employee benefit plans and payroll issues.
Calculate employer contributions using various allocation methods.
Respond to client questions or inquiries promptly.
Draft and develop client communications.
Identify and communicate opportunities/issues with supervisor.

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