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Senior Pension Consultant, Retirement - Fully Remote
Location:
West
Description:
Job Description Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt. Essential Duties Handle DC plan administration and compliance issues; plan types include Money-Purchase, 401(k), 401(k) Safe Harbor, 403(b), Profit Sharing: Salary Pro-Rata, Integration, Age-Weighted and New Comparability. Service and develop retirement service relationships for assigned clients. Perform annual compliance testing which entails gathering client data and calculating contributions in a timely manner. Analyze plan assets and prepare trust accounting for pooled investments. Read, analyze and apply plan provisions in accordance with the client's plan & trust document. Calculate benefit and accounts balances for vested terminations, plan loans, hardship withdrawals, retirement and death benefits. Determine participant eligibility for purposes of vesting and allocation of contributions and forfeitures. Perform all required functions to facilitate a plan conversion for both a traditional plan as well as a daily accounting plan. Prepare IRS Form 5500 and related schedules. Prepare of IRS Form 5310 and related schedules. Perform internal review for any type of distribution calculation, report valuation or any other work which requires a peer review. Recognize compliance issues; research and apply solutions for compliance issues. Maintain current knowledge of retirement service industry trends, including an awareness of current recordkeeping software and legal updates. Professional and Leadership Qualities Effective leadership skills in motivating and coordinating efforts of others. Excellent verbal and written communication skills. Detail oriented, organized and accurate. Education and Experience Bachelor's degree or work equivalent required. 1 year retirement plan administration experience is required. Industry Certification Required: Must have ASPPA's Qualified 401(k) Administrator (QKA) and begin the process of obtaining QPA designation. Bonus paid of $500 after completion of exams. Trinity is committed to pay for all cost associated with the examination process, which includes all study materials and exam registration fees. Physical Requirements This position requires the employee to be seated the majority of the work time. Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your "at-will" status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.
Company:
National Benefit Services
Posted:
December 26 2023 on ApplicantPro
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More About this Listing: Senior Pension Consultant, Retirement - Fully Remote
Senior Pension Consultant, Retirement - Fully Remote is a Consulting Jobs Consultant Job at National Benefit Services located in United States. Find other listings like Senior Pension Consultant, Retirement - Fully Remote by searching Oodle for Consulting Jobs Consultant Jobs.
Senior Pension Consultant, Retirement - Fully Remote is a Consulting Jobs Consultant Job at National Benefit Services located in United States. Find other listings like Senior Pension Consultant, Retirement - Fully Remote by searching Oodle for Consulting Jobs Consultant Jobs.