Cnect

Retirement Plan Administration Consultant

Cnect

full-time

Posted on:

Location Type: Hybrid

Location: Dallas • Iowa, Texas • 🇺🇸 United States

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Salary

💰 $73,000 - $113,000 per year

Job Level

Mid-LevelSenior

About the role

  • Maintain responsibility of client caseload management
  • Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
  • Track data received/not received from clients and follow up accordingly
  • Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.

Requirements

  • At least 3 years of Defined Contribution Plan Administration experience
  • Cash Balance/Defined Benefit Plan Administration experience is preferred
  • Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
  • Calculation of profit sharing contributions using new comparability allocation methods
  • Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail.
Benefits
  • Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and foster.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
Defined Contribution Plan AdministrationCash Balance Plan AdministrationDefined Benefit Plan Administrationcompliance workcross-testingADP testingACP testingprofit sharing contributionsnew comparability allocation methods
Soft skills
organizational skillsindependent workattention to detailrelationship buildingconsultation skills
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